Burton + Burton Profit Sharing & 401 K Plan
Sponsored by Burton + Burton · EIN 580811291 · Plan #001
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 223
- With balances
- 283
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $52,391 |
| Investment Research & Advisory Grou | Investment advisory (plan), Direct payment from the plan | $51,919 |