Berry Aviation, Inc. Profit Sharing 401(k) Plan
Sponsored by Berry Aviation, Inc. · EIN 742288496 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 310
- With balances
- 228
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance | Recordkeeping fees | $20,347 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Float revenue | $10,485 |
| Alliant Insurance Services | Investment advisory (plan) | $8,844 |
| Empower Advisory Group, Llc | Investment management | $999 |
| Employee Benefits Group Llc | Contract administrator | $0 |
| Mmlis | Other commissions | $0 |