Burroughs 401(k) Plan
Sponsored by Burroughs, Inc. · EIN 010941129 · Plan #001
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 575
- With balances
- 969
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $117,522 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $64,993 |
| Mercer Investment Management | Investment advisory (plan), Direct payment from the plan | $17,850 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |