Brown And Caldwell Savings Plan
Sponsored by Brown And Caldwell · EIN 941446346 · Plan #005
- Total assets
- $575M
- Net assets
- $575M
- Active participants
- 2,280
- With balances
- 2,756
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $267,325 |
| Empower Annuity Insurance Company | Consulting (general), Participant loan processing, Direct payment from the plan | $180,323 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,952 |
| Qdro Consultants Company, Llc | Other fees | $600 |