Heely Brown Company, Inc. 401(k) Plan
Sponsored by Heely Brown Company, Inc. · EIN 580534179 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 136
- With balances
- 109
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $31,932 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,447 |
| Osaic Wealth Inc | Other commissions | $0 |