AUMdb

Unifirst Retirement Savings Plan

Sponsored by Unifirst Corporation · EIN 042103460 · Plan #001

Total assets
$554M
Net assets
$554M
Active participants
12,174
With balances
9,976

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Float revenue $674,885
Capfinancial Partners, Llc. Direct payment from the plan, Consulting fees $110,912
Ogletree, Deakins, Nash, Smoak & St Legal, Direct payment from the plan, Consulting fees $44,385
Baker Newman & Noyes Llc Accounting, Direct payment from the plan $29,400