Bronson & Bratton, Inc. Employees' Retirement Savings Plan
Sponsored by Bronson & Bratton, Inc. · EIN 362722700 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 88
- With balances
- 114
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Investment advisory (participants), Direct payment from the plan | $23,339 |
| Wintrust Investments | Investment advisory (plan), Direct payment from the plan | $16,186 |
| Onedigital Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $9,385 |
| Charles Schwab & Co., Inc. | Investment management, Direct payment from the plan | $25 |