Currie & Brown, Inc. 401 K Plan
Sponsored by Currie & Brown, Inc. · EIN 133450905 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 267
- With balances
- 302
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 |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $44,576 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,342 |
| Adp Broker Dealer | Other services, Other fees, Distribution (12b-1) fees | $0 |