Bullard Enterprises 401(k) Profit Sharing Plan & Trust
Sponsored by Bullard Enterprises Llc · EIN 561269091 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 447
- With balances
- 196
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 |
|---|---|---|
| Tagstone Capital, Inc. CRD 158864 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tagstone Capital, Inc. | Investment advisory (participants) | $24,530 |
| Paychex, Inc. | Recordkeeping | $15,473 |