AUMdb

H. A. Berkheimer, Inc. Retirement Plan

Sponsored by H.A. Berkheimer, Inc. · EIN 231669661 · Plan #001

Total assets
$29.0M
Net assets
$29.0M
Active participants
470
With balances
604

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
Voya Retirement Insurance & Annuity Recordkeeping fees $59,316