Burrow Global 401(k) Savings Plan
Sponsored by Burrow Global, Llc · EIN 371619755 · Plan #001
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 427
- With balances
- 395
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $42,864 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,334 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $13,368 |