Balda C Brewer 401(k) Plan
Sponsored by Balda C Brewer, Inc. · EIN 952639255 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 85
- With balances
- 160
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Ret Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,315 |
| Global Retirement Partners Llc | Investment advisory (plan) | $13,824 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Stalker & Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |