The Branch Group Inc And Affiliates Employee Stock Ownership Plan
Sponsored by The Branch Group Inc · EIN 546047677 · Plan #003 · Roanoke, VA
- Total assets
- $126M
- Net assets
- $122M
- Active participants
- 1,318
- With balances
- 1,642
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $127,291 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Ti Trust Services | Trustee (institutional) | $0 |