Birge & Held Asset Management, Llc 401(k) Plan
Sponsored by Birge & Held Asset Management, Llc · EIN 455450139 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 518
- With balances
- 223
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 |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $27,111 |
| American Pension Advisors, Ltd | Claims processing, Recordkeeping, Recordkeeping fees | $9,726 |