AUMdb

Broadway Bancshares, Inc. Profit Sharing 401(k) Plan

Sponsored by Broadway Bancshares, Inc. · EIN 742209407 · Plan #001

Total assets
$121M
Net assets
$121M
Active participants
662
With balances
850

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Morgan Stanley 301 037977 Investment advisory (plan) $113,392
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $50,309
Adkf, P.C. Accounting $20,000