AUMdb

Real Estate Commission Retirement Savings Plan

Sponsored by Burke Capital Vi, Inc. · EIN 450677056 · Plan #002

Total assets
$7.3M
Net assets
$7.3M
Active participants
98,765
With balances
750

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
Usicg Recordkeeping, Consulting (general), Participant communication $138,869
Cobblestone Captial Advisors Investment advisory (participants), Investment advisory (plan), Investment management $21,725