AUMdb

Browngreer, Plc 401(k) Plan

Sponsored by Browngreer, Plc · EIN 352175122 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
314
With balances
324

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $114,217
Pbmares, Llp Contract administrator, Direct payment from the plan, Other services $510
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0