AUMdb

G.W. Berkheimer Co., Inc. 401(k) Plan

Sponsored by G.W. Berkheimer Co., Inc. · EIN 350823544 · Plan #003

Total assets
$52.8M
Net assets
$52.8M
Active participants
357
With balances
376

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
Jpmorgan Invest Holdings Llc Recordkeeping fees $3,325