Boys & Girls Clubs Of The Midlands 401(k) Profit Sharing Plan
Sponsored by Boys & Girls Clubs Of The Midlands · EIN 470467350 · Plan #003
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 148
- With balances
- 149
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $28,068 |
| Silverstone Asset Management, Inc. | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |