AUMdb

Hourly Employees Retirement Plan Of Bradken, Inc.

Sponsored by Bradken, Inc. · EIN 300258772 · Plan #002

Total assets
$1.4M
Net assets
$1.3M
Active participants
0
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024
Rice Hall James & Associates Llc CRD 125410 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cbiz Benefits & Insurance Services Actuarial, Contract administrator, Consulting (pension) $113,739
Cbiz Investment Advisory Services Consulting (general), Direct payment from the plan $100,000
Advanced Capital Group Investment management $25,318
Midwest Institutional Trust Company Trustee (institutional) $15,798
Rice, Hall, James & Associates Investment management $10,221