AUMdb

Brightsphere Inc. Profit Sharing & 401(k) Plan

Sponsored by Brightsphere Inc. · EIN 042714625 · Plan #002

Total assets
$284M
Net assets
$284M
Active participants
337
With balances
871

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
Schwab Retirement Plan Services, In Recordkeeping, Recordkeeping fees, Direct payment from the plan $48,878
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $231