Bernard Egan & Company 401(k) Plan
Sponsored by Bernard Egan & Company · EIN 221730979 · Plan #003
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 188
- With balances
- 215
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,116 |
| Nfp Retirement | Investment advisory (plan), Other fees | $0 |
| Berman Hopkins Cpas & Associates, L | Accounting, Other fees | $0 |