Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Van Boerum & Frank Associates, Inc. · EIN 870292348 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 137
- With balances
- 119
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $29,159 |
| National Benefit Services, Llc | Contract administrator, Direct payment from the plan, Other services | $1,750 |
| Lpl Financial Llc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |