Brown & James, P.C. 401(k) Profit Sharing Plan
Sponsored by Brown & James, P.C. · EIN 431235718 · Plan #001
- Total assets
- $73.4M
- Net assets
- $73.4M
- Active participants
- 131
- With balances
- 179
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Global Banking | Investment advisory (plan), Direct payment from the plan | $62,345 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,387 |