Brookfield 401(k) Savings Plan
Sponsored by Brookfield Asset Management Llc · EIN 204473811 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 4,793
- With balances
- 8,124
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping, Participant loan processing, Direct payment from the plan | $460,676 |
| Mg Trust Company | Investment advisory (participants), Direct payment from the plan | $206,405 |
| Nepc Llc | Legal, Contract administrator | $100,000 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $93,855 |
| Baker Tilly Us Llp | Accounting | $68,250 |
| Winston & Strawn Llp | Legal | $26,229 |