AUMdb

Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust

Sponsored by Brady, Ware & Schoenfeld, Inc. · EIN 351476702 · Plan #001

Total assets
$24.7M
Net assets
$24.7M
Active participants
155
With balances
183

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
The Retirement Plan Company, Llc Trustee (discretionary), Investment management fees (direct), Distribution (12b-1) fees $55,112