AUMdb

H.O. Bouchard, Inc. 401(k) Profit Sharing Plan

Sponsored by H.O. Bouchard, Inc. · EIN 010327048 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
92
With balances
161

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
Bar Harbor Trust Services Investment advisory (plan), Direct payment from the plan $43,428
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $13,692