Brady Funded Retirement Plan
Sponsored by Brady Corporation · EIN 390178960 · Plan #004 · Milwaukee, WI
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 1,213
- With balances
- 1,356
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Francis Investment Counsel | Investment advisory (plan) | $17,500 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $14,673 |
| Cliftonlarsenallen Llp | Accounting | $6,300 |