AUMdb

Bard Materials 401(k) Plan

Sponsored by Dyersville Ready Mix, Inc. · EIN 420938288 · Plan #002

Total assets
$37.8M
Net assets
$37.8M
Active participants
266
With balances
295

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $61,482
Paco, Inc. Contract administrator $9,798