Prospectus/Berco 401(k) Plan
Sponsored by Prospectus/Berco · EIN 232023612 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 258
- With balances
- 306
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $47,070 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $18,606 |
| Empower Advisory Group, Llc | Investment management | $11,147 |