Bray & Scarff 401(k) Savings Plan
Sponsored by Bray & Scarff, Inc. · EIN 530037953 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 189
- With balances
- 165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Recordkeeping, Trustee (institutional), Other services | $34,028 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |