AUMdb

Braun Electric Company, Inc. 401(k) Plan

Sponsored by C & B Holding Company, Inc. Dba Braun Electric Com · EIN 770248488 · Plan #002

Total assets
$7.1M
Net assets
$7.1M
Active participants
40
With balances
84

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
Wealth Teams Alliance Inc. CRD 168907 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wealth Teams Alliance Inc Investment advisory (plan) $31,750
Barbich Hooper King Dill Hoffman L Accounting $11,400
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$5,106