AUMdb

Brown Machine Group 401(k) Plan

Sponsored by Thermoforming Technology Group Llc · EIN 463926326 · Plan #001

Total assets
$43.7M
Net assets
$43.7M
Active participants
252
With balances
411

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $57,775
Institutional Investment Consulting Consulting (general), Direct payment from the plan $35,000
National Financial Services Securities brokerage, Securities brokerage commissions $0