AUMdb

Brethren Care Village Retirement Plan

Sponsored by Brethren Care Management Services Llc · EIN 821085269 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
250
With balances
233

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
Whitcomb & Hess, Inc. CRD 121064 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Whitcomb & Hess Investment advisory (participants), Investment advisory (plan) $14,868
Definiti Llc Contract administrator, Recordkeeping, Recordkeeping fees $10,697