Milberg Coleman Bryson Phillips Grossman Pllc 401(k) Psp
Sponsored by Milberg Coleman Bryson Phillips Grossman Pllc · EIN 861215093 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 141
- With balances
- 247
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 |
|---|---|---|
| Raymond James Fin Services, Inc | Investment advisory (participants) | $37,162 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $29,651 |