Burnham Holdings, Inc. Savings Plan A
Sponsored by Burnham Holdings, Inc. · EIN 421561863 · Plan #004
- Total assets
- $67.0M
- Net assets
- $67.0M
- Active participants
- 467
- With balances
- 528
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $39,923 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,416 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |