Berliner Cohen Retirement Plan
Sponsored by Berliner Cohen, Llp · EIN 941736834 · Plan #001
- Total assets
- $54.1M
- Net assets
- $54.1M
- Active participants
- 107
- With balances
- 145
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 |
|---|---|---|
| Charles Schwab Investment Management, Inc CRD 106753 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Investment Mgmt Inc. | Investment advisory (participants) | $15,861 |
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $13,720 |
| Bny Mellon National Association | Investment advisory (participants) | $5,475 |