Bernhard, Llc 401(k) Plan
Sponsored by Bernhard, Llc · EIN 465737559 · Plan #001 · Metairie, LA
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 2,023
- With balances
- 1,580
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $108,581 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $57,092 |