Brookshire Brothers Ksop
Sponsored by Brookshire Brothers, Inc. · EIN 752692839 · Plan #002
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 3,030
- With balances
- 5,042
Plan year beginning 04/28/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $206,154 |
| Sanctuary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $64,910 |
| Two West Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $12,982 |