Calise & Sons Bakery, Inc. Profit Sharing Plan
Sponsored by Calise & Sons Bakery, Inc. · EIN 050284865 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 289
- With balances
- 138
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 |
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $24,484 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $15,055 |
| The Patriot Financial Group Ins. Ag | Investment advisory (plan) | $13,448 |
| The Angell Pension Group, Inc. | Contract administrator, Recordkeeping, Recordkeeping fees | $10,012 |