Blanchard Training & Development Inc. 401(k) Plan
Sponsored by Blanchard Training & Development Inc. · EIN 953310167 · Plan #003
- Total assets
- $65.3M
- Net assets
- $65.3M
- Active participants
- 250
- With balances
- 274
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $54,168 |
| Bfsg Llc | Investment management, Direct payment from the plan | $35,000 |
| Redwitz Inc | Accounting, Direct payment from the plan | $16,000 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,211 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $14 |