AUMdb

Berkeley Bowl Produce Inc 401 K Profit Sharing Plan

Sponsored by Berkeley Bowl Produce Inc · EIN 942803364 · Plan #002

Total assets
$37.4M
Net assets
$37.4M
Active participants
544
With balances
707

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
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edelman Financial Engines Llc Investment advisory (participants) $85,146
The Retirement Plan Company Llc Recordkeeping, Participant loan processing, Direct payment from the plan $65,066
Associated Pension Consultants Recordkeeping $7,400