Beard Equipment Company 401(k) Profit Sharing Plan & Trust
Sponsored by Beard Holding, Inc. Dba Beard Equipment Company · EIN 631224274 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 418
- With balances
- 302
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hancock Whitney Bank | Investment advisory (plan) | $106,228 |
| Empower Advisory Group, Llc | Investment management | $33,975 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,700 |