Bi Rite Restaurant Supply Co., Inc. 401(k) Plan
Sponsored by Bi Rite Restaurant Supply Co., Inc. · EIN 942266266 · Plan #001
- Total assets
- $50.2M
- Net assets
- $50.2M
- Active participants
- 290
- With balances
- 375
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $98,835 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $40,369 |
| Charles Schwab & Co., Inc | Shareholder servicing fees | $0 |