Brown, Edwards & Company, L.L.P. 401 K Profit Sharing Plan
Sponsored by Brown, Edwards & Company, L.L.P. · EIN 540504608 · Plan #001
- Total assets
- $89.5M
- Net assets
- $89.3M
- Active participants
- 407
- With balances
- 538
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focus Partners Wealth, Llc CRD 159289 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bam Advisor Services, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $73,149 |
| Alerus Financial | Recordkeeping, Custodial (securities), Trustee (institutional) | $46,934 |
| Focus Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $24,785 |