Bci Burke Company, Llc 401(k) & Profit Sharing Plan
Sponsored by Bci Burke Company, Llc · EIN 391900568 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 264
- With balances
- 315
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Advisory Services Llc | Investment advisory (plan) | $33,166 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,134 |