First Berne Employee Stock Ownership And 401( K) Plan
Sponsored by First Berne Financial Corp · EIN 351625680 · Plan #002
- Total assets
- $31.6M
- Net assets
- $29.2M
- Active participants
- 111
- With balances
- 150
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $36,726 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |