Brattan Industries 401(k) Retirement Plan
Sponsored by Brattan Industries Incorporated · EIN 161654848 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 142
- With balances
- 149
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,835 |
| Stowe And Degon Llc | Accounting, Direct payment from the plan | $13,400 |
| Raymond James Financial Services | Investment advisory (plan), Other fees | $0 |