Masterbrand, Inc. Retirement Savings Plan
Sponsored by Masterbrand, Inc. · EIN 883479920 · Plan #008
- Total assets
- $544M
- Net assets
- $544M
- Active participants
- 6,582
- With balances
- 8,550
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $407,016 |
| Financial Engines | Investment advisory (plan) | $108,875 |
| Aon Consulting, Inc. | Investment advisory (plan) | $74,900 |
| Bdo Usa, P.C. | Accounting | $60,600 |