Berje, Inc. Retirement Plan
Sponsored by Berje, Inc. · EIN 135556034 · Plan #003
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 173
- With balances
- 193
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 Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan), Direct payment from the plan | $54,420 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,229 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $4,750 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |