AUMdb

Berberian Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Berberian Enterprises, Inc. · EIN 953298872 · Plan #001

Total assets
$24.8M
Net assets
$24.8M
Active participants
779
With balances
843

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $93,223
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $55,680