Brinton Woods 401(k) Profit Sharing Plan
Sponsored by Brinton Woods Management Company · EIN 300402723 · Plan #001
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 71
- With balances
- 308
Plan year beginning 01/01/2020 · 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% | 2020 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cdm Retirement Consultants, Inc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $19,324 |
| Harbor Investment Advisory, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $8,216 |