AUMdb

Calico Brands, Inc. 401(k) Plan

Sponsored by Calico Brands, Inc. · EIN 330588675 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
112
With balances
130

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
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Sub-transfer agency fees, Recordkeeping $48,330
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $32,399
Adp Broker Dealer Other services, Other fees $0