AUMdb

Balfour Payroll, Llc 401(k) Plan

Sponsored by Balfour Payroll, Llc · EIN 874581113 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
656
With balances
196

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) $14,904
Nova 401(k) Associates Recordkeeping, Participant loan processing, Recordkeeping fees $6,204