Hearthside Food Solutions Union 401(k) Plan
Sponsored by Hearthside Food Solutions Llc · EIN 264228653 · Plan #002
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 915
- With balances
- 1,077
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $61,349 |
| Creative Planning Llc | Investment advisory (plan) | $7,689 |
| Empower Advisory Group, Llc | Investment management | $2,703 |