AUMdb

Boyer & Ritter 401(k) Profit Sharing Plan

Sponsored by Boyer & Ritter Cpas · EIN 231311005 · Plan #001

Total assets
$52.3M
Net assets
$52.3M
Active participants
120
With balances
179

Plan year beginning 07/01/2024 · 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
Letort Management & Trust Co. Contract administrator, Trustee (institutional), Investment advisory (plan) $120,293