AUMdb

Scufcw Joint Benefit Funds 401(k) Plan

Sponsored by Scufcw Joint Benfit Funds Llc · EIN 743243950 · Plan #002

Total assets
$10.1M
Net assets
$10.1M
Active participants
174
With balances
134

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
Bfsg, Llc CRD 143617 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bfsg Llc Investment management, Direct payment from the plan $23,951
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $20,745