AUMdb

Bourbon Heights, Inc. Retirement Plan

Sponsored by Bourbon Heights, Inc. · EIN 610605767 · Plan #003

Total assets
$650K
Net assets
$650K
Active participants
88
With balances
120

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Metlife Life Insurance Company Recordkeeping fees $540