Beach Haus, Llc 401(k) Plan
Sponsored by Beach Haus, Llc · EIN 262142243 · Plan #003
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 99
- With balances
- 133
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 |
|---|---|---|
| Baker Tilly Wealth Management, Llc CRD 167811 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $6,541 |
| Baker Tilly Wealth Management, Llc | Investment advisory (plan) | $3,661 |
| Futureplan By Ascensus | Other services | $750 |
| Nationwide | Contract administrator, Recordkeeping, Investment advisory (participants) | -$91 |