Semler Brossy Consulting Group, Llc 401(k) Profit Sharing Plan
Sponsored by Semler Brossy Consulting Group, Llc · EIN 954885750 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 99
- With balances
- 150
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 |
|---|---|---|
| Standard Insurance Company | Claims processing, Recordkeeping, Custodial (other) | $48,933 |
| Burnham Gibson Wealth Advisors Llc | Investment advisory (plan), Consulting fees | $41,514 |
| Schwab | Custodial (securities), Shareholder servicing fees | $18,291 |
| Hicks Pension Services | Investment advisory (plan), Consulting fees | $0 |