AUMdb

Boyd Buchanan School 401 K Savings Plan

Sponsored by Boyd Buchanan School · EIN 620518286 · Plan #002

Total assets
$9.0M
Net assets
$9.0M
Active participants
258
With balances
170

Plan year beginning 07/01/2024 · 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
Synovus Trust Company N.A. Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $26,535
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $13,284
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Participant loan processing $2,938