Buerkle Companies Employee Savings And Retirement Plan
Sponsored by Buerkle Company · EIN 410711175 · Plan #002
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 262
- With balances
- 438
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $45,428 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Consulting fees | $27,375 |