B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan
Sponsored by B.R. Funsten & Company, Inc. · EIN 941369591 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 162
- With balances
- 258
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research. | Investment advisory (plan), Direct payment from the plan | $89,365 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $49,640 |