Berger Singerman, Llp 401(k) And Profit Sharing Plan
Sponsored by Berger Singerman, Llp · EIN 453121429 · Plan #001
- Total assets
- $68.8M
- Net assets
- $68.8M
- Active participants
- 159
- With balances
- 213
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $152,366 |
| Osaic Advisory Services, Llc | Investment advisory (participants) | $74,148 |
| Berkowitz Pollack Brant | Accounting | $26,689 |
| Definiti, Llc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $14,517 |