AUMdb

Bosque School Defined Contribution Retirement Plan

Sponsored by Bosque School · EIN 850420092 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
85
With balances
128

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Custodial (securities), Trustee (institutional), Investment management $52,456