Bhs Partnership 403 B Pension Plan
Sponsored by Bhs Management Services Inc. · EIN 042442944 · Plan #003
- Total assets
- $694M
- Net assets
- $694M
- Active participants
- 4,276
- With balances
- 5,836
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $753,676 |
| Berkshire Money Management Inc | Securities brokerage, Securities brokerage commissions | $370,228 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $105,000 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $18,200 |
| Wealth Enhancement Advisory Se | Securities brokerage, Securities brokerage commissions | $6,604 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,293 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |