AUMdb

Balcones Resources, Inc. 401(k) Plan

Sponsored by Balcones Resources, Inc. · EIN 743023430 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
226
With balances
114

Plan year beginning 01/01/2024 · 401(k)

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,050