AUMdb

Broadstep Behavioral Health Inc. 401(k) Retirement Plan

Sponsored by Broadstep Behavioral Health Inc · EIN 391966717 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
418
With balances
752

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $114,224
Wipfli Llp Accounting, Direct payment from the plan $54,078