Brownstone Group, Inc. 401 K Plan
Sponsored by The Brownstone Group, Inc. · EIN 760667202 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 131
- With balances
- 224
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $30,314 |
| Cambridge Investment Research, Inc | Investment advisory (plan), Investment management | $0 |