Brown Rudnick Llp 401 K Profit Sharing Plan A
Sponsored by Brown Rudnick Llp · EIN 043108175 · Plan #003
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 280
- With balances
- 388
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $35,685 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $34,923 |
| Bleakley Financial Group Llc | Investment management, Direct payment from the plan | $25,839 |
| Caron & Bletzer Pllc | Accounting, Investment management, Direct payment from the plan | $22,345 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $17,232 |
| Parker Brown Macaulay And Shee | Investment management, Legal, Direct payment from the plan | $15,114 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $9,671 |
| First State Trust Company | Investment management, Direct payment from the plan | $6,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $436 |