Brennan Companies 401(k) And Profit Sharing Plan
Sponsored by J.F. Brennan Company, Inc. · EIN 390962285 · Plan #002
- Total assets
- $46.6M
- Net assets
- $46.6M
- Active participants
- 318
- With balances
- 338
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | fuzzy_auto · 98% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Ll | Investment advisory (plan), Direct payment from the plan | $65,292 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,229 |
| Wipfli Llp | Accounting, Direct payment from the plan | $5,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $3,555 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |