AUMdb

Brookville Equipment Corporation 401(k) Plan

Sponsored by Brookville Equipment Corporation · EIN 251259897 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
197
With balances
244

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
Mckinley Carter Wealth Services, Inc. CRD 135184 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Mckinley Carter Wealth Services, In Investment advisory (plan) $36,940
Empower Annuity Insurance Company O Recordkeeping fees $28,709