Berg Hill Greenleaf & Ruscitti Llp Profit Sharing Plan
Sponsored by Berg Hill Greenleaf & Ruscitti Llp · EIN 841605707 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 109
- With balances
- 137
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 |
|---|---|---|
| Bsw Wealth Partners, Inc., A Public Benefit Corporation CRD 107485 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $20,966 |
| Bsw Wealth Partners | Investment advisory (participants) | $5,451 |