AUMdb

The Cannabist Company 401(k) Plan

Sponsored by The Cannabist Company Holdings Inc. · EIN 981488978 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
1,464
With balances
607

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
Brookwood Investment Group Llc CRD 316544 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Claims processing, Consulting (general), Participant loan processing $134,734
Brookwood Investment Group Investment advisory (plan) $43,245