B & J Group Retirement Plan
Sponsored by B & J Specialty, Inc. · EIN 351794553 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 236
- With balances
- 123
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $22,106 |
| Christen Souers Llc | Contract administrator | $4,070 |
| Empower Advisory Group Llc | Investment management | $2,876 |
| Flexpath Strategies Llc | Investment advisory (plan) | $2,247 |
| Equitable Advisors Llc | Other commissions | $0 |