AUMdb

Burkland Associates, Llc 401(k) Plan

Sponsored by Burkland Associates, Llc · EIN 273835270 · Plan #002

Total assets
$6.9M
Net assets
$6.9M
Active participants
106
With balances
155

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
Employee Fiduciary, Llc Recordkeeping, Recordkeeping fees $14,593