AUMdb

See's Profit Sharing Plan

Sponsored by See's Candy Shops, Inc. · EIN 951205740 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
626
With balances
548

Plan year beginning 03/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $1,358