AUMdb

Brakebush Brothers, Inc. Employees Savings & Retirement Plan

Sponsored by Brakebush Brothers, Inc. · EIN 391018863 · Plan #002

Total assets
$135M
Net assets
$135M
Active participants
2,431
With balances
3,257

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
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $236,571
Francis Investment Counsel Llc Investment management, Investment management fees (direct) $75,004
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0