Bnbuilders, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Bnbuilders, Inc. · EIN 912065353 · Plan #001
- Total assets
- $69.1M
- Net assets
- $69.1M
- Active participants
- 556
- With balances
- 737
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $45,218 |
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $37,500 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $9,605 |
| Creative Planning Llc | Other services | $3,766 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |