AUMdb

Brehob Corporation Employees Profit Sharing & Savings Plan & Trust

Sponsored by Brehob Corporation · EIN 351153806 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
123
With balances
221

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $45,230
Wells Fargo Advisors Llc Investment advisory (plan), Direct payment from the plan $14,077