Brosz Engineering, Inc. 401(k) Profit Sharing Plan
Sponsored by Brosz Engineering, Inc. · EIN 450424007 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 109
- With balances
- 127
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 |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan), Direct payment from the plan, Recordkeeping fees | $43,348 |
| Epic Retirement Plan Services | Investment advisory (plan), Direct payment from the plan, Recordkeeping fees | $3,217 |
| Mid Atlantic Capital Group | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $0 |