Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(k) Plan
Sponsored by Brown Winick Law Firm · EIN 420704554 · Plan #002
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 168
- With balances
- 207
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 |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (plan), Investment management, Investment management fees (direct) | $57,500 |
| Bankers Trust Company | Recordkeeping, Trustee (institutional) | $10,553 |