Bfair 403(b) Plan
Sponsored by Berkshire Family And Individual Resources, Inc. · EIN 043246975 · Plan #002
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 177
- With balances
- 171
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Lpl Financial, Llc | Other fees | $15,475 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $10,934 |