AUMdb

Inserra Supermarkets, Inc. Pension Plan

Sponsored by Inserra Supermarkets, Inc. · EIN 221710174 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
93
With balances
0

Plan year beginning 01/01/2024

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
Principal Global Investors, Llc CRD 109002 deterministic · 100% 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 $130,133
Principal Global Investors, Llc Investment advisory (plan), Direct payment from the plan $8,016
Equitable Advisors Llc Investment advisory (plan), Other fees $0