Bullivant Houser Bailey Pc 401(k) Profit Sharing Plan And Trust
Sponsored by Bullivant Houser Bailey Pc · EIN 931129534 · Plan #001
- Total assets
- $64.7M
- Net assets
- $64.7M
- Active participants
- 139
- With balances
- 264
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $31,995 |
| Hall, Macgregor | Investment management, Direct payment from the plan | $27,500 |
| Macgregor B, Hall | Investment management, Direct payment from the plan | $7,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $106 |