Bowie Cass Electric Cooperative, Inc. Retirement Plan
Sponsored by Bowie Cass Electric Cooperative, Inc. · EIN 750150318 · Plan #001
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 55
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Form Wealth Advisors, Llc CRD 326519 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Wealth Advisors, Llc | Consulting (pension), Investment advisory (plan), Named fiduciary | $64,167 |