AUMdb

Bear Mountain 401(k) Plan

Sponsored by Bear Mountain Healthcare, Llc · EIN 814750544 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
1,960
With balances
219

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner&Smith Investment advisory (plan) $20,270
Lincoln National Corporation Contract administrator $19,900