AUMdb

Brown Jordan Inc. 401(k) Plan

Sponsored by Brown Jordan Inc. · EIN 631127982 · Plan #001

Total assets
$39.1M
Net assets
$39.1M
Active participants
518
With balances
732

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
Mercer (Us) Inc Investment management, Direct payment from the plan $43,681
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $42,502
The Highlands Accounting Group Accounting, Direct payment from the plan $11,000