Servis One Inc 401(k) Profit Sharing Plan
Sponsored by Servis One Inc. Dba Bsi Financial Services, Inc. · EIN 043800293 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 266
- With balances
- 187
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co | Investment advisory (plan) | $17,602 |
| Dunbar Bender & Zapf, Inc. | Contract administrator | $9,156 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $3,707 |
| Empower Advisory Group, Llc | Investment management | $558 |