The Brungardt Honomichl & Company, P.A. Employees Retirement Plan
Sponsored by Brungardt Honomichl & Company, P.A. · EIN 481114342 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 153
- With balances
- 211
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 |
|---|---|---|
| Steffes Financial, Ltd CRD 134530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance | Accounting, Recordkeeping, Participant loan processing | $28,383 |
| Demars Pension Consulting Services | Recordkeeping, Other services, Shareholder servicing fees | $21,687 |
| Steffes Financial. Ltd | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $19,975 |