AUMdb

The Brewer Garrett Company 401(k) Ps Plan

Sponsored by The Brewer Garrett Company · EIN 340836142 · Plan #001

Total assets
$24.6M
Net assets
$24.6M
Active participants
200
With balances
252

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
Ancora Retirement Plan Advisors, Llc CRD 31256 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Ancora Retirement Advisors Investment advisory (plan), Direct payment from the plan $70,530
The Vanguard Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $18,305