Detroit Brewers And Distributors 401(k) Plan And Trust Agreement
Sponsored by Joint Board Of Trustees · EIN 382094732 · Plan #002
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 483
- With balances
- 483
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 |
|---|---|---|
| Secure Asset Management, L.L.C. CRD 144046 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Secure Asset Management | Investment advisory (plan), Direct payment from the plan | $39,840 |
| Cbiz | Recordkeeping, Direct payment from the plan | $27,037 |
| Watkins, Pawlick, Calati & Prifti | Legal, Direct payment from the plan | $21,983 |
| Wrubel, Wesley & Company | Accounting, Direct payment from the plan | $6,500 |