AUMdb

Brp Us Inc. 401(k) Savings Plan

Sponsored by Brp Us Inc. · EIN 371341308 · Plan #001

Total assets
$159M
Net assets
$159M
Active participants
1,052
With balances
1,870

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $206,264
Sageview Advisory Group Investment management, Direct payment from the plan $98,855
Rsm Us Llp Accounting, Direct payment from the plan $42,000
Morningstar Inc Investment management, Direct payment from the plan $24,269