Roberts Truck Center Retirement Plan
Sponsored by Bdr Preferred Holdings, Llc · EIN 832221907 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 240
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Cwm Llc | Investment advisory (plan), Direct payment from the plan | $16,315 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $15,622 |