The Briar Team, Llc 401(k) Profit Sharing Plan
Sponsored by The Briar Team, Llc · EIN 263985471 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 230
- With balances
- 249
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $19,753 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,728 |
| Empower Advisory Group, Llc | Investment management | $477 |