AUMdb

Better World Books 401(k) Profit Sharing Plan

Sponsored by Qumpus, Inc. · EIN 200241292 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
123
With balances
130

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones & Co Securities brokerage commissions, Investment advisory (plan) $20,575
Retirement Plan Concepts & Services Recordkeeping fees, Recordkeeping, Contract administrator $2,775
Empower Annuity Insurance Company O Recordkeeping, Insurance services, Participant loan processing $1,720