AUMdb

The Brigantine 401(k) Plan

Sponsored by The Brigantine, Inc. · EIN 942212278 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
888
With balances
571

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Recordkeeping fees, Recordkeeping $17,504
Capfinancial Partners Llc Investment advisory (plan) $9,555

Filing history

Plan year Assets Participants Source
01/01/2024 $5.1M 888 ack 20251014221224NAL0003662113001
01/01/2021 $5.2M 53 ack 20250320172746NAL0010273216001