AUMdb

Allen Flavors, Inc. 401(k) Profit Sharing Plan

Sponsored by Allen Flavors, Inc. · EIN 223130173 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
230
With balances
329

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
Cfs Investment Advisory Services Llc CRD 106577 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cfs Investment Advisory Services Investment advisory (plan) $57,682
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $30,068