AUMdb

Fpi Management, Inc. 401(k) Plan

Sponsored by Fpi Management, Inc. · EIN 680217638 · Plan #002

Total assets
$23.2M
Net assets
$23.2M
Active participants
3,945
With balances
1,383

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
Lpl Financial Llc Rpcp $48,476
Cetera Retirement Plan Specialists $21,600
Iron Fiduciary $8,080
Associates In Excellence Dba Contract administrator $6,700
Empower Annuity Insurance Company Recordkeeping fees $4,470
Nationwide $2,474
Leafhouse Financial Advisors Other fees $1,679
Nationwide Life Insurance Company $1,616
Cetera Retirement Plan Specialists $950