Borgers Usa Corp. 401(k) Plan
Sponsored by Borgers Usa Corp. · EIN 651172965 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 407
- With balances
- 573
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $78,797 |
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $27,711 |