The Boucher Group 401(k) Profit Sharing Savings Plan
Sponsored by The Boucher Group, Inc. · EIN 391607079 · Plan #001
- Total assets
- $50.4M
- Net assets
- $50.3M
- Active participants
- 953
- With balances
- 478
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $20,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $4,701 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |