AUMdb

Breeden Mechanical, Inc. Profit Sharing Plan

Sponsored by Breeden Mechanical, Inc. · EIN 521089530 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
212
With balances
175

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
Benefit Fiduciary Group Llc CRD 291252 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Fiduciary Group Llc Investment advisory (plan) $32,278
Empower Annuity Insurance Company O Recordkeeping fees $21,509
Empower Advisory Group, Llc Investment management $3,456

Filing history

Plan year Assets Participants Source
01/01/2024 $10.8M 212 ack 20251113090216NAL0000981299001
01/01/2021 $10.4M 251 ack 20251027143106NAL0005867281001