AUMdb

Berexco Llc 401(k) Plan

Sponsored by Berexco Llc · EIN 270937886 · Plan #001

Total assets
$32.4M
Net assets
$32.4M
Active participants
214
With balances
235

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
Hays Financial Group, Llc CRD 306877 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Hays Financial Group, Llc Investment advisory (plan) $60,523
Empower Annuity Insurance Company Recordkeeping fees $22,356