AUMdb

The Breeden Company, Inc. 401(k) Plan

Sponsored by The Breeden Company, Inc. · EIN 540833286 · Plan #002

Total assets
$12.2M
Net assets
$12.2M
Active participants
316
With balances
203

Plan year beginning 01/01/2024 · 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
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $54,135
John Hancock Retirement Plan Svcs Recordkeeping, Float revenue, Recordkeeping fees $237