Boats Group, Llc 401(k) Plan
Sponsored by Boats Group, Llc · EIN 271699592 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 200
- With balances
- 229
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott | Investment advisory (plan), Direct payment from the plan | $43,399 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $4,314 |