AUMdb

Brown Packing Retirement Plan

Sponsored by Brown Packing Co., Inc. · EIN 570289483 · Plan #001 · Gaffney, SC

Total assets
$12.6M
Net assets
$12.6M
Active participants
374
With balances
291

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
Milestone Investments, Inc. CRD 47090 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Recordkeeping, Recordkeeping fees, Participant loan processing $50,729
Milestone Investments Investment advisory (participants), Investment advisory (plan), Investment management $31,705
Blue Sky 401(k) Specialists Inc. Contract administrator $360