Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust
Sponsored by Berkel & Company Contractors, Inc. · EIN 480650969 · Plan #002
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 422
- With balances
- 334
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of Labor Trust Division | Trustee (institutional) | $90,990 |
| North American K Trade Alliance Llc | Accounting, Actuarial, Recordkeeping | $63,220 |
| Demars Pension Consulting Svcs Inc | Accounting, Recordkeeping | $32,259 |
| Charles Schwab & Co., Inc. | Insurance agents and brokers | $13,363 |