AUMdb

Blood Assurance, Inc. 401(k) Plan

Sponsored by Blood Assurance, Inc. · EIN 620842419 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
191
With balances
131

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
Iron Financial Llc CRD 106682 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Investment advisory (participants) $17,100
Nationwide Investment advisory (participants) $1,915
Erisa Services, Inc Plan administrator $1,750
Iron Financial Investment advisory (plan) $1,547
Nationwide Life Insurance Company Other fees $387
Ppa/Tpa Marly Stone Investment advisory (participants) $50