AUMdb

Bill Doran Company Employee Savings And Retirement Plan

Sponsored by Bill Doran Llc · EIN 362086467 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
493
With balances
369

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
July Business Services Llc Contract administrator, Recordkeeping, Recordkeeping fees $34,421
Htlf Retirement Plan Services Investment advisory (participants) $22,425