AUMdb

Bragg Investment Company, Inc. Employee Savings Plan

Sponsored by Bragg Investment Company, Inc. · EIN 953565032 · Plan #001

Total assets
$85.9M
Net assets
$85.9M
Active participants
828
With balances
960

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,300
National Financial Services Llc Finders' fees/placement fees $0
Lpl Financial Llc Other commissions $0