AUMdb

Bellwether Enterprise Real Estate Capital 401(k) Plan

Sponsored by Bellwether Enterprise Real Estate Capital, Llc · EIN 262916887 · Plan #001

Total assets
$74.2M
Net assets
$74.2M
Active participants
501
With balances
568

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $81,141
Nfp Retirement Inc. Contract administrator, Investment advisory (plan), Direct payment from the plan $68,040