AUMdb

Bunting Bearings Llc Retirement Savings 401(k) Plan

Sponsored by Bunting Bearings, Llc · EIN 201052954 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
110
With balances
131

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $27,760
Empower Annuity Insurance Company Recordkeeping fees $19,145