Boston Semi Equipment Llc 401 K Profit Sharing Plan And Trust
Sponsored by Boston Semi Equipment Llc · EIN 300825013 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 57
- With balances
- 95
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 |
|---|---|---|
| First National Advisers, Llc CRD 277146 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,452 |
| First National Advisors Llc | Consulting (general), Investment advisory (plan) | $10,500 |