AUMdb

Frisbee's Inc. 401(k) Plan

Sponsored by Frisbees, Inc. · EIN 460356414 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
132
With balances
156

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Ria Advisory Group, Llc CRD 152566 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 $36,728
Ria Advisory Group Investment advisory (plan), Direct payment from the plan $23,348
Definiti Contract administrator, Other services, Direct payment from the plan $4,467
Wilshire Associates Inc. Investment advisory (plan), Other investment fees and expenses $0