AUMdb

Bergelectric Corporation Money Purchase Pension Plan

Sponsored by Bergelectric Corporation · EIN 951459684 · Plan #003

Total assets
$138M
Net assets
$138M
Active participants
1,984
With balances
2,137

Plan year beginning 01/01/2024 · Money purchase, Offset plan, ERISA 404(c) participant-directed

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $404,005