Brown & Riding Insurance Services, Inc. Employees' 401(k) Plan
Sponsored by Brown & Riding Insurance Services, Inc. · EIN 942679254 · Plan #003
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 412
- With balances
- 496
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $105,754 |
| Empower Advisory Group, Llc | Investment management | $78,108 |
| Empower Annuity Insurance Company | Recordkeeping fees | $19,022 |