AUMdb

Broad River Retail Retirement Plan

Sponsored by Broad River Retail, Llc · EIN 043712520 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
824
With balances
273

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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $68,961