AUMdb

Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan And Trust Plan

Sponsored by Breazeale, Sachse & Wilson · EIN 720442889 · Plan #002 · Baton Rouge, LA

Total assets
$81.7M
Net assets
$81.7M
Active participants
133
With balances
149

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
Eisneramper Llp Accounting $13,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$48,391