AUMdb

Dickie Brennan And Company, L.L.C. 401(k) Plan

Sponsored by Dickie Brennan And Company, L.L.C. · EIN 455611579 · Plan #002

Total assets
$5.2M
Net assets
$5.2M
Active participants
208
With balances
141

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
Wilshire Associates Inc(usa) Investment advisory (participants) $1,192
John Hancock Life Insurance Co. Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $424