AUMdb

Brunk Industries, Inc. Profit Sharing And 401(k) Savings Plan

Sponsored by Brunk Industries, Inc. · EIN 391022662 · Plan #002

Total assets
$28.5M
Net assets
$28.5M
Active participants
303
With balances
303

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wipfli Llp Recordkeeping, Participant loan processing, Participant communication $58,714
Creative Planning, Llc Investment advisory (participants), Investment advisory (plan) $57,722