Flaherty & Collins, Inc. 401(k) Plan
Sponsored by Flaherty & Collins, Inc. · EIN 351893287 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 355
- With balances
- 417
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 |
|---|---|---|
| Bcgm Wealth Management, Llc CRD 306757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $75,015 |
| Bcgm Wealth Management Llc | Investment advisory (plan), Other fees | $0 |