AUMdb

Brookdale Senior Living Inc. 401(k) Retirement Savings Plan

Sponsored by Brookdale Senior Living Inc. · EIN 203068069 · Plan #001

Total assets
$466M
Net assets
$466M
Active participants
34,384
With balances
15,778

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
Janney Montgomery Scott Llc CRD 463 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $685,807
Janey Montgomery Scott Investment advisory (plan), Direct payment from the plan $70,000
Brookdale Senior Living Investment advisory (plan), Direct payment from the plan $14,650