Bernie & Phyl's Furniture Retirement Plan
Sponsored by Convertible Castle, Inc. Dba Bernie & Phyl's Furni · EIN 042789202 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 371
- With balances
- 196
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $39,704 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,674 |