Bergen Logistics 401(k) Profit Sharing Plan
Sponsored by Bergen Shippers Corp. Dba Bergen Logistics · EIN 800556716 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 739
- With balances
- 210
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,020 |
| Nfp Retirement Inc. | Investment advisory (plan) | $11,321 |
| Robin S. Weingast & Associates, Inc | Contract administrator | $7,150 |
| Empower Advisory Group, Llc | Investment management | $5,179 |