AUMdb

Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(k) Profit Sharing Plan

Sponsored by Byrne Dairy, Inc. · EIN 150258780 · Plan #005

Total assets
$38.3M
Net assets
$38.3M
Active participants
1,869
With balances
2,211

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
Hazard & Siegel Advisory Services Llc CRD 151462 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $139,805
Hazard & Siegel Advisory Services L Investment advisory (plan) $42,030
Dermody Burke & Brown Cpas Llc Accounting $17,000
Advised Assets Group, Llc Investment management $910