Brand Share 401 K Savings & Profit Sharing Plan
Sponsored by Brand Services, Llc · EIN 133909681 · Plan #001
- Total assets
- $356M
- Net assets
- $356M
- Active participants
- 21,834
- With balances
- 6,131
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $419,504 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $126,074 |
| Pnc Bank National Association | Investment advisory (plan) | $82,500 |