AUMdb

Porte Brown Llc 401(k) Profit Sharing Plan

Sponsored by Porte Brown Llc · EIN 362663358 · Plan #003

Total assets
$38.8M
Net assets
$38.8M
Active participants
137
With balances
151

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
The Vanguard Group, Inc Contract administrator, Recordkeeping, Trustee (institutional) $17,047