AUMdb

Bass Thrift / 401(k) Plan And Trust

Sponsored by Bepco, L.P. · EIN 751076930 · Plan #333

Total assets
$107M
Net assets
$107M
Active participants
482
With balances
648

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $71,316
Wells Fargo Advisors Consulting fees $45,563