Bryan Systems Retirement Savings Plan
Sponsored by Bestway Motor Lines, Inc. · EIN 340936516 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 113
- With balances
- 146
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rehmann, Llc | Accounting, Direct payment from the plan | $22,756 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $17,930 |
| Usi Consulting Group, Inc. | Participant loan processing, Recordkeeping fees, Direct payment from the plan | $17,535 |
| Charles Schwab Trust Bank | Custodial (securities) | $1,728 |