Bohannan Huston, Inc. 401(k) Profit Sharing Plan
Sponsored by Bohannan Huston, Inc. · EIN 850202170 · Plan #001
- Total assets
- $56.7M
- Net assets
- $56.7M
- Active participants
- 260
- With balances
- 320
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| 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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $49,546 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $44,187 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $17,798 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $1 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |