Bgr, Inc. 401(k) Profit Sharing Plan
Sponsored by Bgr, Inc. · EIN 310841900 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 195
- With balances
- 190
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Direct payment from the plan | $30,670 |
| Pca Investment Advisory Services | Investment advisory (plan) | $28,851 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $4,303 |