Employees' Profit Sharing Plan And Trust Of Boch Enterprises
Sponsored by Boch Enterprises · EIN 042050016 · Plan #001
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 187
- With balances
- 269
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,567 |
| John T. Miles, Jr. | Consulting (general) | $28,003 |
| Empower Advisory Group, Llc | Investment management | $7,918 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $4,886 |
| Envestnet Inc Dba Envestnet Retirem | Other fees | $4,617 |
| Mml Investors Services Llc | Other commissions | $0 |