AUMdb

Broulim's Employee Stock Ownership Plan

Sponsored by Broulim's Super Market, Inc. · EIN 820185104 · Plan #005

Total assets
$23.8M
Net assets
$1.9M
Active participants
663
With balances
777

Plan year beginning 04/01/2024 · Stock bonus, 401(m) arrangement

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
Cetera Advisors, Llc Investment management, Other services, Other fees $12,408