Bartlett Rochester & Distribution 401(k) Plan
Sponsored by Bartlett Rochester & Distribution · EIN 743168509 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 141
- With balances
- 148
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 |
|---|---|---|
| Preferred Pension Planning Corp. | Consulting (pension), Recordkeeping fees | $1,288 |
| Kestra Investment Services Llc | Investment management fees (indirect) | $0 |
| Nationwide | Contract administrator, Recordkeeping, Insurance services | $0 |