AUMdb

Jim Beam Brands Company Union 401(k) Plan

Sponsored by Jim Beam Brands Co. · EIN 132581196 · Plan #006

Total assets
$57.5M
Net assets
$57.5M
Active participants
649
With balances
676

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Grant Thornton Llp Accounting, Direct payment from the plan $25,410
Deloitte Tax Llp Accounting, Direct payment from the plan $5,428
Fidelity Investments Institutional Participant loan processing, Direct payment from the plan, Sub-transfer agency fees -$17,196