AUMdb

Brentwood Originals 401(k) Retirement Plan

Sponsored by Brentwood Originals, Inc. · EIN 953287432 · Plan #002

Total assets
$8.5M
Net assets
$8.5M
Active participants
199
With balances
145

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
Merrill Lynch Investment advisory (participants) $20,283
Trombino Pension Administrators Inc Recordkeeping, Direct payment from the plan $7,290
John Hancock Life Insurance Co Usa Recordkeeping, Investment management, Soft dollars commissions $4,668