Mueblerias Berrios Retirement Plan
Sponsored by Empresas Berrios, Inc. · EIN 660580021 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 696
- With balances
- 652
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group Llc | Investment advisory (plan) | $27,331 |
| Empower Annuity Insurance Company | Recordkeeping fees | $26,738 |
| Empower Advisory Group | Investment management | $26,175 |
| Pariter Securities | Investment advisory (plan) | $11,712 |
| Abarca & Associates Psc | Contract administrator | $1,200 |
| A & A Employee Benefits Consulting | Contract administrator | $0 |