Brown's Of Bellport 401(k) Plan
Sponsored by Brown's Of Bellport, Inc. · EIN 112047149 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.1M
- Active participants
- 71
- With balances
- 179
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $33,440 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $16,081 |
| Red Bank Pension Services, Inc. | Recordkeeping | $1,800 |