AUMdb

Broad Reach Of Chatham, Inc. 401(k) Plan

Sponsored by Broad Reach Of Chatham, Inc. · EIN 042883935 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
360
With balances
125

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $43,022
Caron & Bletzer Pllc Accounting, Contract administrator, Direct payment from the plan $14,800
Kestra Investment Services Llc Other services, Other commissions, Other fees $0