AUMdb

Broadview Financial Management, Llc Retirement Plan

Sponsored by Broadview Financial Management, Llc · EIN 473857922 · Plan #001

Total assets
Net assets
Active participants
11
With balances
13

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).

No Schedule C on file for this plan year.