Von Briesen & Roper S.C. 401 K Profit Sharing Plan
Sponsored by Von Briesen & Roper, S.C. · EIN 391576289 · Plan #002
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 300
- With balances
- 422
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 |
|---|---|---|
| Transmerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $74,324 |
| Global Retirement Partners, Llc | Consulting (general), Insurance brokerage commissions | $45,000 |