Brookline Bancorp 401(k) Plan
Sponsored by Brookline Bancorp, Inc. · EIN 043402944 · Plan #004 · Boston, MA
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 998
- With balances
- 1,326
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 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 |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $80,280 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $62,653 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $39,406 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$173,912 |