AUMdb

Bsquare Corporation 401(k) Plan And Trust

Sponsored by Bsquare Corporation · EIN 911650880 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services, Llc Investment advisory (plan) $14,620
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,838
Onedigital Investment Advisors Llc Investment advisory (plan) $7,534
Onedigital Topco Llc Investment advisory (plan) $5,659