Bskb 401(k) Profit Sharing Plan
Sponsored by Birch, Stewart, Kolasch & Birch, Llp · EIN 541042409 · Plan #001
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 120
- With balances
- 199
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $24,619 |
| Turner Leins & Gold Llc | Accounting | $18,330 |
| Empower Advisory Group, Llc | Investment management | $8,822 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,004 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions, Direct payment from the plan | $803 |