Burkes Mechanical, Inc. 401(k) Plan
Sponsored by Burkes Mechanical, Inc. · EIN 630934099 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 617
- With balances
- 312
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 |
|---|---|---|
| Truewealth Advisors, Llc CRD 298838 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truewealth Advisors Llc | Investment advisory (plan) | $45,921 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $19,320 |
| Envestnet Retirement Solutions | Investment advisory (plan) | $12,188 |
| Erisa Services Inc | Contract administrator | $12,150 |
| Empower Advisory Group, Llc | Investment management | $2,880 |