Burr & Forman Llp Cash Balance Plan
Sponsored by Burr & Forman Llp · EIN 630322727 · Plan #004
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 154
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Financial Planners, Llc CRD 310168 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $39,328 |
| Capital Financial Partners | Investment advisory (plan) | $15,620 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $5,900 |