Bcom Retirement Plan
Sponsored by Burrell College Of Osteopathic Medicine Llc · EIN 470981990 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.3M
- Active participants
- 157
- With balances
- 160
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co. Inc. | Investment advisory (plan), Investment management fees (direct) | $42,613 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $10,368 |