Bjb Partners, Llc 401(k) Plan
Sponsored by Bjb Partners, Llc · EIN 364216847 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 149
- With balances
- 159
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Soft dollars commissions, Other fees, Participant loan processing | $17,405 |
| Usi Advisors Inc. | Investment advisory (plan), Direct payment from the plan | $3,480 |