AUMdb

Old Brick Furniture Co Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Old Brick Furniture Co Inc · EIN 843781710 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
178
With balances
113

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $19,074
Osaic Wealth, Inc. Investment advisory (participants) $11,082