The Will Burt Company Profit Sharing & 401(k) Plan
Sponsored by The Will Burt Company · EIN 340620280 · Plan #004
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 311
- With balances
- 329
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50,292 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,515 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |