Bvi Retirement Savings Plan
Sponsored by Bvi · EIN 042378496 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 222
- With balances
- 335
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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $38,082 |
| Towers Watson Investment Services I | Investment advisory (plan) | $14,583 |
| Caron & Bletzer, Pllc | Accounting | $13,298 |
| Kestra Investment Services Llc | Investment advisory (plan) | $10,415 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,725 |