Bpg Real Estate Services 401(k) Plan
Sponsored by Bpg Real Estate Services, Llc · EIN 510410104 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 533
- With balances
- 588
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 |
|---|---|---|
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Valley Forge Investment Consultants, Inc. CRD 123898 | 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 | $43,603 |
| Brown Advisory Llc | Investment advisory (plan) | $39,382 |
| Turner, Leins & Gold, Llc | Accounting | $29,658 |
| Valley Forge Investment Consultants | Investment advisory (plan) | $5,616 |