AUMdb

Colville/Brooks Range Supply 401 K Plan

Sponsored by Colville/Brooks Range Supply · EIN 920085033 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
227
With balances
290

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $37,406
John Hancock Recordkeeping, Recordkeeping fees, Float revenue $24,931