Bowl New England, Inc. 401(k) Profit Sharing Plan
Sponsored by Bowl New England, Inc. · EIN 030267492 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 985
- With balances
- 152
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Planning Associates, Inc | Contract administrator, Recordkeeping | $20,818 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $16,960 |
| Plan Integrity Partners, Llc. | Accounting, Consulting fees | $14,475 |
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $11,012 |