AUMdb

Brown Industries, Llc 401(k) Plan

Sponsored by Brown Industries, Llc · EIN 261600832 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
88
With balances
119

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
Sageview Advisory Group Investment advisory (plan), Direct payment from the plan $34,056
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $15,562