The Berge Group Retirement Savings Plan
Sponsored by Bell Ford, Inc. · EIN 860372486 · Plan #001
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 1,245
- With balances
- 949
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| First Financial Security, Llc CRD 120878 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan) | $46,015 |
| First Financial Equity | Investment advisory (plan) | $41,741 |
| Kimberlin Company | Accounting | $9,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$77,895 |