B. F. Saul Company Employees' 401(k) Retirement Plan
Sponsored by B. F. Saul Company · EIN 530140155 · Plan #002
- Total assets
- $263M
- Net assets
- $263M
- Active participants
- 1,576
- With balances
- 2,496
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $198,343 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $78,631 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $41,500 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $5,738 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |