AUMdb

Brookhaven Science Associates, Llc Retirement Plan

Sponsored by Brookhaven Science Associates, Llc · EIN 113403915 · Plan #001

Total assets
$1.5B
Net assets
$1.5B
Active participants
2,739
With balances
5,705

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Tiaa Cref Contract administrator, Investment management, Custodial (securities) $113,075
Cap Financial Partners Llc Investment advisory (plan) $36,514
Pricewaterhouse Coopers Llp Accounting $18,779
Seyfarth Shaw Llp Legal $16,068