Bewley's Usa Savings Plan
Sponsored by Campbell Bewley, Inc. · EIN 043397963 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 232
- With balances
- 151
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $63,496 |
| Clifton Larson Allen Wealth Advisor | Accounting | $20,479 |
| Onedigital Investment | Investment advisory (plan) | $15,000 |
| Hunnex And Shoemaker, Inc. | Contract administrator | $8,475 |