Brechbuhler Scales, Inc. 401(k) Retirement Savings Plan
Sponsored by Brechbuhler Scales, Inc. · EIN 340858812 · Plan #001
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 284
- With balances
- 315
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 |
|---|---|---|
| Beese, Fulmer Investment Management, Inc. CRD 109882 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beese Fulmer Investment Manage | Investment advisory (participants), Investment management, Direct payment from the plan | $70,699 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $33,978 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $31 |