The Bobrick Corporation Profit Sharing Retirement Plan
Sponsored by The Bobrick Corporation · EIN 952500371 · Plan #001
- Total assets
- $92.3M
- Net assets
- $92.1M
- Active participants
- 703
- With balances
- 793
Plan year beginning 11/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $126,407 |
| Ssi Investment Management Llc | Investment advisory (plan), Direct payment from the plan | $39,792 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |