Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Sponsored by Berkel & Company Contractors Inc. · EIN 480650969 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 422
- With balances
- 576
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal | Plan administrator, Direct payment from the plan | $25,616 |
| Bank Of Labor | Trustee (institutional), Direct payment from the plan | $24,996 |
| Charles Schwab | Custodial (securities), Direct payment from the plan | $21,749 |
| Stern Brothers | Valuation, Direct payment from the plan | $13,750 |