Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan And Trust
Sponsored by Burke, Warren, Mackay & Serritella, P.C. · EIN 363815082 · Plan #001
- Total assets
- $91.1M
- Net assets
- $91.1M
- Active participants
- 92
- With balances
- 141
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 |
|---|---|---|
| Williams Capital Management Company CRD 109412 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Participant loan processing, Sub-transfer agency fees | $10,628 |
| Williams Capital Management | Investment advisory (participants) | $7,979 |