Team Brandt, Llc 401(k) And Profit Sharing Plan
Sponsored by Team Brandt, Llc · EIN 843496095 · Plan #001
- Total assets
- $88.0M
- Net assets
- $88.0M
- Active participants
- 678
- With balances
- 643
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $10,687 |