Brown & Crouppen, P.C. 401 K Retirement Plan
Sponsored by Brown & Crouppen, P.C. · EIN 431096937 · Plan #002
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 212
- With balances
- 260
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $50,767 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,186 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $23.0M | 212 | ack 20251010060120NAL0017808754001 |
| 01/01/2021 | $16.6M | 219 | ack 20250128130834NAL0013595409001 |