Burr & Forman Llp Employees' 401(k) Plan
Sponsored by Burr & Forman Llp · EIN 630322727 · Plan #003
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 97
- With balances
- 166
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $6,947 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $1,225 |