Branch Financial 401(k) Plan
Sponsored by Branch Financial, Inc. · EIN 820628587 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 178
- With balances
- 331
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $53,462 |
| Lpl Financial Corporation | Investment advisory (plan) | $29,038 |
| Creative Retirement Systems, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $26,805 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,233 |