AUMdb

Pepin Distributing Company, Llc Savings And Retirement Plan

Sponsored by Pepin Distributing Company, Llc · EIN 592758271 · Plan #002

Total assets
$28.7M
Net assets
$28.7M
Active participants
339
With balances
295

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,385