AUMdb

Boys & Girls Clubs Of The

Sponsored by Boys & Girls Clubs Of The Penins · EIN 941552134 · Plan #003

Total assets
$6.1M
Net assets
$6.1M
Active participants
157
With balances
262

Plan year beginning 07/01/2021 · 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
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $24,239
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $12,743