AUMdb

Brentwood Bank 401(k) Plan

Sponsored by Brentwood Bank · EIN 251781429 · Plan #002

Total assets
$24.7M
Net assets
$24.7M
Active participants
102
With balances
155

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
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $61,145
Definiti Llc Contract administrator $6,250
Brentwood Bank Other fees $1,174
Empower Adisory Group Investment management $18
Lpl Financial Llc Other commissions $0