Brixmor Employment Company Llc 401(k) Plan
Sponsored by Brixmor Employment Company, Llc · EIN 261381083 · Plan #003
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 455
- With balances
- 710
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 |
|---|---|---|
| Aprio Wealth Management, Llc CRD 127333 | deterministic · 100% | 2024 |
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aprio Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $11,424 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,222 |
| Capital Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,312 |
| Abound Wealth Managemnet Llc | Investment advisory (participants), Direct payment from the plan | $5,126 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $417 |