AUMdb

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan

Sponsored by Fazoli's Restaurant Group, Inc. · EIN 205593113 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
363
With balances
159

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $6,288
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,433