AUMdb

Bulk Handling Systems 401(k) Profit Sharing Plan

Sponsored by Emerging Acquisitions Llc · EIN 371415176 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
223
With balances
214

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
Tpg Financial Advisors, Llc CRD 141153 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $33,982
Tpg Financial Advisors Contract administrator, Investment advisory (plan), Direct payment from the plan $26,481
Prime Pensions Northwest, Llc Other services, Other fees $0