AUMdb

Firestone Walker, Inc. 401(k) Plan

Sponsored by Firestone Walker, Inc. Dba Firestone Walker Brewing Co. · EIN 811046925 · Plan #001

Total assets
$25.7M
Net assets
$25.7M
Active participants
439
With balances
490

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Compass360 Contract administrator $54,793
Mma Securities Llc Investment advisory (plan) $32,444
Empower Annuity Insurance Company Recordkeeping fees $29,635
Empower Advisory Group, Llc Investment management $19,699
Nova 401(k) Asociates Contract administrator $2,373
Administrative Fiduciary Services Other fees $1,902