Boulder Associates, Inc. 401(k) Plan
Sponsored by Boulder Associates, Inc. · EIN 840817826 · Plan #001
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 236
- With balances
- 305
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $44,124 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,946 |
| Curi Rmb Capital Llc | Investment advisory (plan) | $23,250 |
| Rmb Retirement Plan Solutions | Investment advisory (plan) | $7,750 |