Brodart Retirement Plan
Sponsored by Brodart Co. · EIN 232248758 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 360
- With balances
- 499
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 |
|---|---|---|
| Clearview Wealth Advisors, Llc CRD 305737 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,331 |
| Clearview Wealth Advisors Llc | Investment advisory (plan) | $42,951 |