Freestore Foodbank, Inc. 403 B Profit Sharing Plan
Sponsored by Freestore Foodbank Inc. · EIN 237122205 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 132
- With balances
- 181
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $44,048 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $21,162 |
| Cambridge Investment Group | Investment advisory (plan) | $10,285 |
| Empower Advisory Group, Llc | Investment management | $3,611 |
| Creative Retirement Systems | Contract administrator, Direct payment from the plan, Other services | $2,801 |
| Creative Retirement Systems, Inc. | Contract administrator | $2,735 |
| Cambridge Investment Resarch Advis | Investment advisory (plan), Other fees | $0 |