AUMdb

Ball Horticultural Company Profit Sharing Retirement Plan

Sponsored by Ball Horticultural Company · EIN 364031900 · Plan #001

Total assets
$171M
Net assets
$171M
Active participants
733
With balances
1,003

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $116,623
Fiducient Advisors Llc Investment management, Direct payment from the plan $31,250
Forvis, Llp Accounting, Direct payment from the plan $16,400
Charles Schwab & Co.,Inc. Securities brokerage, Direct payment from the plan, Float revenue $1,142