Bet Investments 401(k) Savings Plan
Sponsored by Bet Investments · EIN 232984606 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 130
- With balances
- 147
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $30,544 |
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan) | $26,026 |