AUMdb

Brewster Cheese Company 401(k) Profit Sharing Plan

Sponsored by Brewster Cheese Company · EIN 340947090 · Plan #001

Total assets
$57.0M
Net assets
$57.0M
Active participants
425
With balances
559

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan) $124,877
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $46,630