AUMdb

Boone Newsmedia Retirement Plan

Sponsored by Boone Newsmedia, Inc. · EIN 630330777 · Plan #002 · Tuscaloosa, AL

Total assets
$9.0M
Net assets
$9.0M
Active participants
276
With balances
276

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $51,089
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $16,000