Bearing & Drive Solution 401(k) Retirement Plan
Sponsored by Bearings & Drives Unlimited, Inc. · EIN 272245260 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 255
- With balances
- 319
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 |
|---|---|---|
| Compass Ion Advisors, Llc CRD 166418 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Ion Advisors, Llc | Investment advisory (participants) | $97,309 |
| The Paragon Alliance Group, Llc | Consulting (pension) | $14,051 |
| John Hancock Trust Company Llc | Recordkeeping | $10,058 |