Bal Retirement Plan
Sponsored by Berry Appleman & Leiden Llp · EIN 943068076 · Plan #002
- Total assets
- $99.1M
- Net assets
- $99.1M
- Active participants
- 1,019
- With balances
- 1,489
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $50,112 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |