AUMdb

Blue Ridge Bankshares, Inc. 401(k) Plan

Sponsored by Blue Ridge Bankshares, Inc. · EIN 541838100 · Plan #004

Total assets
$27.4M
Net assets
$26.9M
Active participants
444
With balances
576

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
Lpl Financial Llc Custodial (other), Custodial (securities), Direct payment from the plan $63,662
Alerus Financial Recordkeeping, Trustee (institutional), Trustee (discretionary) $49,181