AUMdb

Bright Wood 401(k) Savings And Profit Sharing Plan

Sponsored by Bright Wood Corporation · EIN 930720678 · Plan #001

Total assets
$44.5M
Net assets
$44.5M
Active participants
998
With balances
1,451

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Robert W. Baird & Co. Incorporated CRD 8158 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $135,055
Empower Advisory Group, Llc Investment management $21,538
Robert W Baird & Co Incorporated Investment advisory (plan) $17,500
Moss Adams Llp Accounting $9,765