W.H. Braum, Inc. Profit Sharing Plus Plan
Sponsored by W.H. Braum, Inc. · EIN 300288982 · Plan #002
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 2,780
- With balances
- 778
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 |
|---|---|---|
| Bank Of Oklahoma | Consulting (general), Other fees | $40,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $15,757 |