Borsheim Jewelry Company 401(k) Savings Plan
Sponsored by Borsheim Jewelry Company, Inc. · EIN 470546003 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 186
- With balances
- 200
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 |
|---|---|---|
| Mutual Of Omaha Investor Services, Inc. CRD 611 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lutz Co | Accounting, Direct payment from the plan | $13,788 |
| Mutual Of Omaha Investor Services, | Investment advisory (plan), Direct payment from the plan | $13,090 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $7,126 |
| United Of Omaha | Other fees, Recordkeeping fees, Participant loan processing | $1,880 |