AUMdb

Mary Ann's Baking Co., Inc. Profit Sharing

Sponsored by Mary Ann's Baking Co., Inc. · EIN 942569090 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
137
With balances
167

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024
Cetera Advisory Services Llc CRD 285648 fuzzy_auto · 95% 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
Cetera Investment Advisers Llc Investment advisory (plan) $15,802
Empower Annuity Insurance Company O Recordkeeping fees $11,985
Cetera Advisors Llc Investment advisory (plan) $7,147
Empower Advisory Group, Llc Investment management $5,873