AUMdb

Belair Builders, Inc. 401(k) Profit Sharing Plan

Sponsored by Belair Builders, Inc. · EIN 410997613 · Plan #002

Total assets
$5.5M
Net assets
$5.5M
Active participants
162
With balances
273

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
Barton Walter & Krier Pc Other fees $16,400
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $2,737