AUMdb

Ferrara Candy Company 401(k) Plan

Sponsored by Ferrara Candy Company · EIN 363331581 · Plan #003

Total assets
$217M
Net assets
$217M
Active participants
2,765
With balances
3,423

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
Creative Planning, Llc CRD 105348 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $388,500
Creative Planning Holdco Llc Investment advisory (plan) $69,255
Porte Brown, Llc Other fees $16,600
Empower Financial Services, Inc. Shareholder servicing fees $0