The 401(k) Group Plan
Sponsored by Braintree Group, Llc · EIN 842613166 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 569
- With balances
- 186
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity & Life Ins Co | Recordkeeping fees | $25,566 |
| Raymond James & Associates, Inc. | Investment advisory (plan) | $20,721 |
| Pinnacle Pension Services | Contract administrator | $2,935 |