Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan
Sponsored by Birkeys Farm Store Inc · EIN 370791276 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 394
- With balances
- 502
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 |
|---|---|---|
| Edward Jones | Recordkeeping, Trustee (institutional), Other services | $92,679 |
| Mesirow Financial Investment Manage | Recordkeeping, Trustee (institutional), Other services | $24,033 |
| Clifton Larson Allen Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,174 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $4,577 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |