AUMdb

Sheetz, Inc. 401(k) Retirement Plan

Sponsored by Sheetz, Inc · EIN 251202108 · Plan #002

Total assets
$778M
Net assets
$778M
Active participants
18,452
With balances
17,158

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 97% 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 $1,026,385
Capfinancial Partners, Lcc. Investment advisory (participants), Other fees $0