Associated Food Stores, Inc. 401(k) Plan And Trust
Sponsored by Afs Holdings, Inc. · EIN 816012613 · Plan #002
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 2,806
- With balances
- 3,132
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $66,539 |
| Soltis Investment Advisors | Investment advisory (plan) | $57,397 |
| Carver Florek & James Cpas Llc | Accounting | $19,091 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,329 |
| Erp Southwest Dba Erp Retirement | Recordkeeping, Participant loan processing, Recordkeeping fees | $850 |