AUMdb

The Martin Brower Company Consolidated Pension Plan

Sponsored by The Martin Brower Company, L.L.C. · EIN 364221605 · Plan #003

Total assets
$65.9K
Net assets
$65.9K
Active participants
0
With balances
0

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capital Strategies Group, Llc CRD 140120 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Winston & Strawn Llp Legal $179,682
John Hancock Retirement Srvcs Recordkeeping, Float revenue, Recordkeeping fees $77,532
Baker Tilly Accounting $26,800
Capital Strategies Group, Inc. Investment advisory (plan) $18,566
Evercore Group Investment advisory (plan) $0
Willis Towers Investment advisory (plan) $0