Bill's Distributing, Ltd. 401(k) Profit Sharing Plan
Sponsored by Bills Distributing, Ltd. · EIN 391375927 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 214
- With balances
- 253
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 |
|---|---|---|
| Great Valley Advisor Group, Llc CRD 123913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Valley Advisor Group Inc | Investment advisory (plan) | $23,190 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,909 |