The Broe Group 401(k) Retirement Savings Plan
Sponsored by Broe Management Company, Llc D/B/A/ The Broe Group · EIN 841568327 · Plan #001
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 581
- With balances
- 816
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $65,103 |
| Brock And Company, Cpas, P.C. | Accounting | $25,050 |
| Cook Street Consulting | Consulting (general) | $22,500 |
| Morgan Stanley Capital Management, | Consulting (general) | $7,500 |