AUMdb

Brighthouse Services, Llc Savings Plan And Trust

Sponsored by Brighthouse Services, Llc · EIN 813094008 · Plan #001

Total assets
$323M
Net assets
$322M
Active participants
1,425
With balances
1,755

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
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $22,199
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $0
Charles Schwab & Co., Inc. Custodial (securities), Trustee (institutional), Trustee (directed) $0