AUMdb

Bradford & Bigelow, Inc. 401(k) Plan

Sponsored by Bradford & Bigelow, Inc. · EIN 042057433 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
183
With balances
176

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones Investment advisory (plan) $43,901
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $4,675