AUMdb

Burmont, Inc. Employees' 401(k) Retirement Plan

Sponsored by Burmont, Inc. · EIN 751311068 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
483
With balances
319

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
Bauer Financial Services, Inc. CRD 120819 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Jsa Pension Services, Inc. Contract administrator, Recordkeeping, Consulting (pension) $19,976
Anders Minkler Huber & Helm Llp Accounting $13,500
Baker Financial Services, Llc Investment advisory (plan), Investment management, Securities brokerage $12,526