Burnips Equipment Company 401(k) Plan
Sponsored by Burnips Equipment Company · EIN 381992969 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 157
- With balances
- 166
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovia Wealth, Llc | Investment advisory (plan), Investment management fees (direct) | $25,575 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $22,372 |