Boulay Retirement Plan And Trust
Sponsored by Boulay Pllp · EIN 410887288 · Plan #001
- Total assets
- $69.1M
- Net assets
- $69.1M
- Active participants
- 287
- With balances
- 354
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $28,580 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,645 |