Bear River Mutual Insurance Company Defined Benefit Plan
Sponsored by Bear River Mutual Insurance Company · EIN 870114580 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 113
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus, Llc | Actuarial, Direct payment from the plan | $27,940 |
| The Concord Advisory Group, Ltd. | Investment advisory (plan), Direct payment from the plan | $16,637 |
| L.M. Henderson & Company, Llc | Accounting, Direct payment from the plan | $11,000 |
| Pnc | Trustee (institutional), Direct payment from the plan | $9,970 |
| Dimensional Fund Advisors Lp | Investment management | $0 |