Bsr Trust, Llc 401(k) Retirement Plan
Sponsored by Bsr Trust, Llc · EIN 262524399 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 242
- With balances
- 338
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $29,514 |
| First Security Bank | Investment advisory (participants) | $18,144 |
| Milliman | Recordkeeping, Consulting (general), Consulting (pension) | $11,292 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $400 |
| Charles Schwab & Co. Inc. | Custodial (securities), Shareholder servicing fees | $0 |