Zuppardo's Economical Super Markets, Llc Employee Profit Sharing Plan And Trust
Sponsored by Zuppardos Economical Supermarkets, Llc · EIN 720394474 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 118
- With balances
- 152
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 |
|---|---|---|
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stokes Family Office Llc | Investment advisory (plan) | $13,239 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $12,793 |
| Bourgeois Bennett Llc | Accounting | $11,100 |
| The Haslauer Group, Inc | Accounting | $4,443 |