Consolidated Ret Plan Of The Brwwco & Lawco
Sponsored by Baton Rouge Water Works Company · EIN 720127240 · Plan #001
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 120
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Merrill Lynch | Investment management fees (direct), Investment management fees (indirect), Sub-transfer agency fees | $195,644 |
| Bank Of America | Trustee (institutional) | $193,690 |
| Mercer | Actuarial, Direct payment from the plan | $181,732 |
| Hawthorn, Waymouth & Carroll, Llp | Accounting, Direct payment from the plan | $12,250 |