AUMdb

Fcl Builders, Llc 401(k) Plan

Sponsored by Fcl Builders, Llc · EIN 770707737 · Plan #001

Total assets
$26.0M
Net assets
$26.0M
Active participants
264
With balances
383

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $87,272
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $33,139
Strategic Advisors, Inc. Investment advisory (plan) $8,418