AUMdb

Usa Bouquet Llc 401(k) Plan

Sponsored by Usa Bouquet Llc · EIN 208068971 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
175
With balances
105

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $24,064
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $11,324