Bernard Robinson & Company, Llp 401(k) And Profit Sharing Retirement Plan
Sponsored by Bernard Robinson & Company, Llp · EIN 560571159 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 164
- With balances
- 208
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $33,183 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,717 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $0 |