Burke Distributing Corporation 401(k) Profit Sharing Plan
Sponsored by Burke Distributing Co. Llc · EIN 042646090 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 131
- With balances
- 245
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $49,676 |
| Empower Annuity Insurance Company | Recordkeeping fees | $45,269 |
| The Angell Pension Group Inc | Contract administrator | $7,164 |