Brown Rudnick Llp 401(k) Profit Sharing Plan B
Sponsored by Brown Rudnick Llp · EIN 043108175 · Plan #006
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 275
- With balances
- 256
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $34,923 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $23,413 |
| Caron & Bletzer Pllc | Investment management, Direct payment from the plan | $17,350 |
| Parker Brown & Macaulaym Pc | Legal, Direct payment from the plan | $7,736 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $103 |