Babcock Neighborhood School 401(k) Plan
Sponsored by Babcock Neighborhood School, Inc. · EIN 371842600 · Plan #001
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 138
- With balances
- 198
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $7,294 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,450 |