AUMdb

B. T. Construction, Inc. Profit Sharing Plan

Sponsored by B.T. Construction, Inc. · EIN 840828528 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
161
With balances
176

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
The Ameriflex Group, Inc. CRD 305585 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $41,717
The Ameriflex Group Investment advisory (plan), Direct payment from the plan $22,023
Kestra Investment Services Llc Other services, Other commissions, Other fees $0