Bd&J, Pc 401 K Plan
Sponsored by Bd&J, Pc · EIN 260613208 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 369
- With balances
- 395
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 |
|---|---|---|
| Charlesworth & Rugg, Inc. | Recordkeeping, Trustee (institutional), Other services | $22,647 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $15,035 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |