AUMdb

Miller Bradford & Risberg, Inc. 401(k) Profit Sharing Plan

Sponsored by Miller Bradford & Risberg, Inc. · EIN 391127878 · Plan #002

Total assets
$16.2M
Net assets
$16.2M
Active participants
118
With balances
151

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
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $40,537
Wipfli Llp Accounting, Direct payment from the plan $17,986