Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan
Sponsored by Inserra Supermarkets, Inc. · EIN 221710174 · Plan #003
- Total assets
- $74.9M
- Net assets
- $74.9M
- Active participants
- 432
- With balances
- 567
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $65,355 |
| Equitable Advisors Llc | Investment advisory (plan) | $34,552 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $23,978 |