The Burpee Retirement Savings Plan
Sponsored by W. Atlee Burpee And Company · EIN 230447250 · Plan #002
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 171
- With balances
- 222
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 |
|---|---|---|
| M Holdings Securities Inc | Finders' fees/placement fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$661 |