AUMdb

Berner Food & Beverage, Llc Profit Sharing 401(k) Plan

Sponsored by Berner Food & Beverage, Llc · EIN 362839626 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
681
With balances
313

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
Savant Capital, Llc CRD 107271 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Savant Capital, Llc Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $68,583
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $28,079