· 2022–2024 · DOL EFAST2
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Stern Brothers Investment Advisors
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
356
Total plan assets
$76.9M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "STERN BROTHERS INVESTMENT ADVISORS"
View all 3 variants aggregated →
STERN BROTHERS VALUATION ADVISORS
8
STERN BROTHERS
7
STERN BROTHERS INVESTMENT ADVISORS
1
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Berkel & Company Contractors Inc.
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan ·
all filings
BONNER SPRINGS, KS
Investment manager
356
$76.9M
$11K
$0