J Berd Mechanical Contractors, Inc. 401(k) Plan
Sponsored by J Berd Mechanical Contractors, Inc. · EIN 411716695 · Plan #001
- Total assets
- $87.1M
- Net assets
- $87.1M
- Active participants
- 736
- With balances
- 736
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $121,039 |
| Global Retirement Partners Llc | Investment advisory (plan) | $38,250 |
| Ascensus Holdings Inc | Contract administrator | $27,606 |
| Wealth Advisory Services Ll | Investment advisory (plan) | $11,667 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $4,891 |