AUMdb

Bauer, Inc. 401(k) Plan

Sponsored by Bauer, Inc. · EIN 050540828 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
101
With balances
129

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gfs Wealth Management Advisors, Inc. CRD 285679 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gfs Wealth Management Advisors, Inc Investment advisory (plan) $39,856
Empower Annuity Insurance Company Recordkeeping fees $25,550
Heritage Benefit Consultants, Inc. Contract administrator $0