AUMdb

Bernhardt Furniture Company Retirement Plan

Sponsored by Bernhardt Furniture Company · EIN 560671544 · Plan #003

Total assets
$57.7M
Net assets
$57.7M
Active participants
1,105
With balances
1,194

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
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $101,486
Truist Bank Investment management, Direct payment from the plan $56,020