AUMdb

Bremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & Trust

Sponsored by Bremer Whyte Brown Omeara Llp · EIN 330747275 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
305
With balances
438

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
Morgan Stanley Global Banking Opera Investment advisory (participants) $42,142
Paychex, Inc. Recordkeeping $13,218