Federal Broach Holdings 401(k) Savings Plan
Sponsored by Federal Broach Holdings, Llc · EIN 205853585 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 99
- With balances
- 105
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J. Schwartz & Co., Inc | Investment advisory (participants), Investment advisory (plan) | $36,236 |
| July Business Service, Inc. | Contract administrator, Recordkeeping, Recordkeeping fees | $31,603 |