Belfor Group 401(k) Plan
Sponsored by Belfor Usa Group, Inc. · EIN 841309171 · Plan #001
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 2,528
- With balances
- 1,544
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $195,996 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $51,667 |
| Plante Moran, Pllc | Accounting, Direct payment from the plan | $15,400 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |