AUMdb

Boots Retail Usa, Inc. 401(k) Plan

Sponsored by Boots Retail Usa, Inc. · EIN 020613669 · Plan #002

Total assets
$10.8M
Net assets
$10.8M
Active participants
56
With balances
197

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Investment Advisors Investment advisory (plan) $29,631
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,864