Belk 401 K Savings Plan
Sponsored by Belk Stores Services, Llc · EIN 560616731 · Plan #333
- Total assets
- $401M
- Net assets
- $401M
- Active participants
- 18,856
- With balances
- 6,648
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 |
|---|---|---|
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $420,610 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $13,296 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Float revenue | $0 |