AUMdb

Bkf Engineers 401(k) Profit Sharing Plan

Sponsored by Bkf Engineers · EIN 941729773 · Plan #001

Total assets
$150M
Net assets
$150M
Active participants
405
With balances
524

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $19,505
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $275