Burlingame Industries 401(k) And Profit Sharing Retirement Plan
Sponsored by Burlingame Industries, Incorporated · EIN 941701932 · Plan #002
- Total assets
- $89.3M
- Net assets
- $89.1M
- Active participants
- 789
- With balances
- 911
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $154,980 |
| Sageview Advisory Group | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $30,250 |
| Swenson Corporation | Accounting, Direct payment from the plan | $12,000 |