AUMdb

Beldon Roofing & Remodeling Company 401(k) Plan

Sponsored by Beldon Roofing & Remodeling Co. · EIN 741316691 · Plan #002

Total assets
$6.8M
Net assets
$6.8M
Active participants
115
With balances
193

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
Frost Bank Investment advisory (plan), Direct payment from the plan $26,357
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $18,766