401(k) Plan For Brown Distributing Company, Ltd
Sponsored by Brown Distributing Company, Ltd · EIN 742983920 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 448
- With balances
- 283
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti, Llc | Recordkeeping | $33,469 |
| Maxwell, Locke & Ritter, Llp | Investment advisory (plan), Investment advisory (participants), Investment management fees (direct) | $26,000 |
| Creative Planning Holdco Llc | Investment advisory (plan), Investment advisory (participants), Investment management fees (direct) | $26,000 |
| Peggy S Edge | Accounting | $8,500 |