Bulk & Spur 401 K Plan
Sponsored by Bulk Transit Corporation · EIN 311314380 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 197
- With balances
- 118
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 |
|---|---|---|
| The Siekmann Company Llc CRD 285337 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Siekmann Company | Contract administrator, Valuation, Recordkeeping fees | $18,315 |
| Pw Partners, Llc | Accounting | $5,296 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $1,078 |