AUMdb

Thornton & Grooms Retirement Plan

Sponsored by Bergstrom Operating Company, Inc · EIN 061730468 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
183
With balances
195

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Benefit Advantage, Inc. Contract administrator, Direct payment from the plan, Other services $2,291
Nationwide Contract administrator, Recordkeeping, Participant loan processing $640