Burgers Employees Profit Sharing Plan And Trust
Sponsored by Burgers Ozark Country Cured Hams, Inc · EIN 440622339 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 265
- With balances
- 391
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tim Kertz, Joe Hartman, Elgin Rees | Investment advisory (plan), Securities brokerage, Investment management fees (direct) | $81,723 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $2,665 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |