The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by The Bretz Companies Inc. · EIN 874232408 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 268
- With balances
- 181
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 |
|---|---|---|
| Jccs, P.C | Accounting | $12,000 |
| Morningstar Investment Management | Investment management fees (direct) | $5,531 |