AUMdb

Brandon Residential Treatment Center 403(b) Retirement Plan

Sponsored by Brandon Residential Treatment Center, Inc · EIN 043015339 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
161
With balances
114

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Research Investment advisory (plan), Direct payment from the plan $5,932