Blauch Brothers, Inc. 401(k) Profit Sharing Plan
Sponsored by Blauch Brothers, Inc. · EIN 540695169 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 137
- With balances
- 164
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,126 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Brown, Edwards & Company, Llp | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |