Bottom Line 403(b) Plan
Sponsored by The Bottom Line Inc. · EIN 043351427 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 158
- With balances
- 235
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $42,859 |
| Nfp Retirement Inc | Investment advisory (plan), Consulting fees | $9,300 |