Brinton Woods 401(k) Profit Sharing Plan
Sponsored by Brinton Woods Health Care Center, Llc · EIN 260107427 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 66
- With balances
- 73
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 |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $14,279 |
| Harbor Investment Advisory, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $7,613 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $1.6M | 66 | ack 20251126094656NAL0002351923001 |
| 01/01/2021 | $1.8M | 49 | ack 20250516102639NAL0046277058001 |