Winco 401(k) Profit Sharing Plan
Sponsored by Bms Holdings, Inc. · EIN 430634395 · Plan #003
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 158
- With balances
- 127
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 Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,755 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |