Bollman Hat Company 401(k) Plan
Sponsored by Bollman Hat Company · EIN 231922616 · Plan #003
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 174
- With balances
- 198
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $18,702 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $11,617 |