Brooks Pierce Retirement And Savings Plan
Sponsored by Brooks Pierce Mclendon Humphrey & Leonard, Llp · EIN 560561489 · Plan #001
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 183
- With balances
- 238
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 |
|---|---|---|
| Davenport & Company Llc CRD 1588 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $100,484 |
| Davenport & Company Llc | Investment advisory (plan), Direct payment from the plan | $45,000 |