AUMdb

Bertera Dealerships 401(k) Plan & Trust

Sponsored by Amb & Rg Enterprises, Llc · EIN 522239317 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
209
With balances
132

Plan year beginning 01/01/2024 · 401(k)

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
John Hancock Usa Recordkeeping $526