AUMdb

C.N. Brown Co. 401(k) Plan

Sponsored by C.N. Brown Company · EIN 010203275 · Plan #002

Total assets
$14.6M
Net assets
$14.6M
Active participants
623
With balances
612

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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
Empower Annuity Insurance Company O Recordkeeping fees $47,722
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $27,195
Empower Advisory Group, Llc Investment management $6,711