Bbs Automation Chicago 401(k) Plan
Sponsored by Bbs Automation Chicago, Inc. · EIN 203893653 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 94
- With balances
- 128
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 |
|---|---|---|
| Brickwork Financial Planning, Ltd CRD 288982 | fuzzy_auto · 98% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $52,202 |
| Brickwork Financial Planning | Investment advisory (participants) | $17,056 |
| Howard Simon & Associates | Recordkeeping, Investment management, Shareholder servicing fees | $9,247 |
| Wellth Advisory Services Llc | Investment advisory (participants) | $7,156 |