Berkshire Hathaway Guard Profit Sharing/401(k) Plan
Sponsored by Westguard Insurance Company · EIN 061678760 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 1,456
- With balances
- 1,701
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $65,564 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $28,024 |