AUMdb

Brevan Howard 401 K Plan

Sponsored by Brevan Howard Inc. · EIN 113733651 · Plan #001

Total assets
$43.5M
Net assets
$43.5M
Active participants
322
With balances
458

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
Mayflower Financial Advisors, Llc CRD 307857 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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $33,646
Global Retirement Partners Llc Investment advisory (plan) $27,352
Mayflower Financial Advisors Llc Investment advisory (plan) $25,860
Strategic Advisors, Inc. Investment advisory (plan) $11,970