Brown Wilbert, Inc. Profit Sharing Plan And Trust
Sponsored by Brown Wilbert, Inc. · EIN 411821767 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 108
- With balances
- 134
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,261 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $8,416 |
| Tsc 401 K | Contract administrator | $1,150 |
| Empower Advisory Group, Llc | Investment management | $194 |
| Kestra Advisory Services Llc | Other fees | $0 |
| Tax Sheltered Compensation | Other services | $0 |