AUMdb

Berger Montague Retirement Savings Plan

Sponsored by Berger Montague · EIN 232015918 · Plan #002

Total assets
$78.5M
Net assets
$78.5M
Active participants
152
With balances
217

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $3,100