AUMdb

Brooks Tropicals 401(k) Plan

Sponsored by Brooks Tropicals, Llc · EIN 743204606 · Plan #002

Total assets
$11.5M
Net assets
$11.5M
Active participants
106
With balances
121

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Brooks Tropicals Llc Trustee (directed) $52,102
Empower Annuity Insurance Company Recordkeeping fees $46,720
Global Retirement Partners Llc Investment advisory (plan) $22,028
Definiti Llc Contract administrator $10,567