AUMdb

Brown Forman Corporation Savings Plan For Collectively Bargained Employee

Sponsored by Brown Forman Corporation · EIN 610143150 · Plan #016

Total assets
$35.9M
Net assets
$35.9M
Active participants
335
With balances
413

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees, Recordkeeping, Participant loan processing $15,769
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $11,987