Berlinrosen Holdings 401(k) Plan
Sponsored by Berlinrosen Holdings · EIN 874291223 · Plan #001
- Total assets
- $55.9M
- Net assets
- $55.9M
- Active participants
- 582
- With balances
- 838
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $25,333 |
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $18,887 |