AUMdb

Bowditch & Dewey Profit Sharing Plan

Sponsored by Bowditch & Dewey, Llp · EIN 042297674 · Plan #001 · Worcester, MA

Total assets
$70.2M
Net assets
$70.2M
Active participants
118
With balances
189

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
Dimeo Schneider & Associates, Llc Investment advisory (plan) $55,000
Bollus Lynch Accounting $20,150
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$50,066