First Brands Group 401(k) Plan
Sponsored by First Brands Group, Llc · EIN 462872032 · Plan #002
- Total assets
- $303M
- Net assets
- $303M
- Active participants
- 6,024
- With balances
- 7,356
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $158,684 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $59,327 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $53,706 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $42,685 |
| Bank Of America Na | Other fees | $39,281 |
| Bober Markey Fedorovich | Accounting | $27,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,248 |
| Principal Financial Group | Other fees | $4,144 |