Prophet Brand Strategy 401(k) Plan
Sponsored by Prophet Brand Strategy · EIN 943188022 · Plan #001
- Total assets
- $72.9M
- Net assets
- $72.9M
- Active participants
- 318
- With balances
- 562
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 95% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Participant loan processing, Redemption fees, Float revenue | $76,870 |
| Global Retirement | Investment advisory (plan) | $51,000 |
| Cambridge Invt Research Adv Inc | Investment advisory (plan) | $17,000 |