AUMdb

Brown Truck Leasing Corporation 401(k) Profit Sharing Plan

Sponsored by Brown Truck Leasing Corporation · EIN 420636827 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
247
With balances
105

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $18,123
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $12,998