AUMdb

R. K. Bass Electric Retirement Plan

Sponsored by R. K. Bass Electric, Inc. · EIN 742460205 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
180
With balances
176

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Servi Recordkeeping fees $12,472
Edward D Jones & Co Investment advisory (plan) $4,888
Loren D Stark Company Contract administrator $4,254