AUMdb

Babcox Media, Inc. Profit Sharing 401 K Plan

Sponsored by Babcox Media, Inc. · EIN 271128664 · Plan #001

Total assets
$31.5M
Net assets
$31.5M
Active participants
85
With balances
124

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
Broadleaf Partners, Llc CRD 137433 deterministic · 100% 2024
Clearstead Advisors, Llc CRD 105674 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping fees $46,893
Broadleaf Partners Llc Investment advisory (plan) $28,057
Meaden And Moore Accounting $13,500
Clearstead Advisors Llc Investment advisory (plan) $8,750