AUMdb

Brand Institute Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Brand Institute Inc · EIN 582236553 · Plan #001

Total assets
$16.9M
Net assets
$16.9M
Active participants
95
With balances
116

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
Paychex, Inc. Recordkeeping $25,621
Mesirow Investment advisory (plan) $6,883
Erisa Fiduciary Services, Inc. Contract administrator $6,540