Berglund Management Group, Inc. 401(k) Plan
Sponsored by Berglund Management Group, Inc. · EIN 541375337 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 405
- With balances
- 398
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 |
|---|---|---|
| Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | fuzzy_auto · 95% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $61,554 |
| T. Rowe Price | Contract administrator, Direct payment from the plan, Recordkeeping fees | $24,919 |
| Wilbanks, Smith & Thomas Asset Mana | Investment advisory (plan), Direct payment from the plan | $12,358 |
| Cap Financial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $7,319 |