Bfkn Personal Retirement Plan A
Sponsored by Barack Ferrazzano Kirschbaum & Nagelberg Llp · EIN 363330098 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 119
- 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 |
|---|---|---|
| Peb Capital Management Llc CRD 315241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $74,243 |
| Peb Capital Management Llc | Investment advisory (participants), Investment management fees (direct) | $17,509 |
| Merrill Lynch | Custodial (securities), Investment advisory (participants), Securities brokerage | $9,354 |
| The Colony Ggroup Llc | Investment advisory (participants), Investment management fees (direct) | $6,401 |