Bamboo Health 401(k) Savings Plan
Sponsored by Bamboo Health, Inc. · EIN 463708737 · Plan #001
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 440
- With balances
- 623
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 |
|---|---|---|
| Kpp Advisory Services Llc CRD 289507 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co | Investment advisory (plan) | $48,245 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $33,010 |
| Kpp Advisory Services | Investment advisory (plan) | $18,283 |