Jim Burke Ford 401(k) Plan
Sponsored by Jim Burke Ford · EIN 952275238 · Plan #003
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 290
- With balances
- 270
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 |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,341 |
| Newedge Advisors Llc | Investment advisory (plan) | $25,000 |