Best Formulations 401(k) Plan
Sponsored by Best Formulations, Llc · EIN 954063263 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 512
- With balances
- 483
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Ins Co | Recordkeeping, Investment management, Participant loan processing | $34,963 |
| Sageview Advisory Group | Investment advisory (participants) | $27,971 |
| The Raymond Company Pension Servcie | Investment advisory (participants) | $12,272 |