Fiore & Sons, Inc. 401(k) Plan
Sponsored by Fiore & Sons, Inc. · EIN 840789161 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 351
- With balances
- 380
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $77,613 |
| Legacy Benefit Services | Other services, Other fees, Contract administrator | $5,076 |
| Lpl Financial Corporation | Other services, Other commissions | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |