Brook & Whittle Limited Section 401(k) Profit Sharing Plan
Sponsored by Brook & Whittle Limited · EIN 061452909 · Plan #001
- Total assets
- $91.9M
- Net assets
- $91.9M
- Active participants
- 1,795
- With balances
- 1,959
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,849 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan | $8,400 |
| Alera Investment Advisors Llc | Investment advisory (plan), Other fees | $0 |