Holbrook Life Management Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Holbrook Life Management Llc · EIN 300965050 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 730
- With balances
- 584
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 |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $7,275 |
| Merrill Lynch, Pierce, Fenner | Investment advisory (plan) | $6,080 |