Funck Brothers Enterprises 401(k) Plan
Sponsored by Funck Brothers Enterprises · EIN 460855790 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 235
- With balances
- 241
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,810 |
| Cambridge Investment Research Adv | Investment advisory (plan) | $6,645 |
| Pennsylvania Pension Planners | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,444 |
| Capital Research And Management Co | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $925 |