Brewer Carpet & Design Center 401(k) Profit Sharing Plan & Trust
Sponsored by Brewer Carpet And Design Center, Inc. · EIN 731279190 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 254
- With balances
- 149
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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $29,789 |
| Oakstreet Wealth Management | Investment advisory (plan) | $12,500 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |