Brownstein Hyatt Farber Schreck Retirement Plan
Sponsored by Brownstein Hyatt Farber Schreck, Llp · EIN 261367865 · Plan #001
- Total assets
- $248M
- Net assets
- $248M
- Active participants
- 568
- With balances
- 863
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $86,984 |
| Innovest Portfolio Solutions Llc | Investment advisory (plan) | $58,897 |
| Plante & Moran, Pllc | Accounting | $21,500 |
| Cbiz Benefits & Ins Services | Recordkeeping, Other fees | $15,021 |