Bouvier Beckwith & Lennox, Inc. 401(k) Plan
Sponsored by Bouvier Beckwith & Lennox, Inc. · EIN 061384052 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 142
- With balances
- 139
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 |
|---|---|---|
| Connecticut Wealth Management, Llc CRD 154310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Connecticut Wealth Management | Investment advisory (participants) | $33,958 |
| John Hancock | Recordkeeping | $650 |