Brubacher Excavating, Inc. 401(k) Profit Sharing Plan
Sponsored by Brubacher Excavating, Inc. · EIN 232073860 · Plan #002 · Bowmansville, PA
- Total assets
- $22.1M
- Net assets
- $21.8M
- Active participants
- 285
- With balances
- 335
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 |
|---|---|---|
| Conrad Siegel Investment Advisors, Inc. CRD 123560 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $41,949 |
| Conrad Siegel Investment Advisors | Investment advisory (plan), Participant communication, Investment management fees (direct) | $10,787 |
| Mckonly & Asbury, Llp | Accounting, Direct payment from the plan | $9,275 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees, Float revenue | $6,146 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |