AUMdb

Bergen's Promise, Inc. Profit Sharing Plan

Sponsored by Bergen's Promise, Inc. · EIN 223843132 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
218
With balances
171

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
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Direct payment from the plan $12,084