Burke, Williams & Sorensen, Llp 401(k) Profit Sharing Plan
Sponsored by Burke, Williams & Sorensen, Llp · EIN 951705973 · Plan #002
- Total assets
- $47.9M
- Net assets
- $47.9M
- Active participants
- 128
- With balances
- 132
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,745 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $15,000 |