AUMdb

Team Belvedere Llc 401(k) Plan

Sponsored by Team Belvedere Llc · EIN 800959280 · Plan #001

Total assets
$62.2M
Net assets
$62.2M
Active participants
275
With balances
387

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
Nfp Retirement Inc Investment advisory (plan) $50,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $49,227