Braswell Family Farms 401(k) Plan
Sponsored by Braswell Family Farms · EIN 560812535 · Plan #003
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 125
- With balances
- 168
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 |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fund Direct Advisors | Investment advisory (plan), Investment advisory (participants), Direct payment from the plan | $21,420 |
| Stanley Benefit Services | Recordkeeping, Consulting (general), Participant loan processing | $20,123 |
| Stifel Investment Services | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $16,937 |