AUMdb

Dessert Holdings 401(k) Savings Plan

Sponsored by Lawler Foods, Ltd. · EIN 760418074 · Plan #001 · Humble, TX

Total assets
$37.7M
Net assets
$37.7M
Active participants
1,022
With balances
754

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan) $30,000
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $29,837