Brooks Kushman P.C. Employees' 401(k) Profit Sharing Plan And Trust
Sponsored by Brooks Kushman P.C. · EIN 383085676 · Plan #001
- Total assets
- $76.0M
- Net assets
- $76.0M
- Active participants
- 143
- With balances
- 179
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Consulting Services. | Investment management | $40,055 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $21,920 |