Burd & Fletcher Company 401(k) Profit Sharing Plan
Sponsored by Burd & Fletcher Company · EIN 440186540 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 429
- With balances
- 257
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Hays Financial Group Llc | Investment advisory (plan) | $36,493 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $23,332 |
| Demars Pension Consulting Inc | Contract administrator | $20,247 |
| Bkd Llp | Accounting | $16,800 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $13,200 |
| Cwm Llc | Other fees | $5,480 |