Brookside Partners 401(k) Profit Sharing Plan
Sponsored by Brookside Partners, Llc · EIN 271628346 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 129
- With balances
- 154
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |