Burns White Profit Sharing Plan
Sponsored by Burns White Llc · EIN 251538192 · Plan #001
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 221
- With balances
- 362
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 |
|---|---|---|
| First National Trust Company | Investment advisory (plan), Consulting fees | $84,578 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $80,098 |