AUMdb

Lipari Foods 401(k) Profit Sharing Plan

Sponsored by Lipari Foods Operating Company, Llc · EIN 452850624 · Plan #001

Total assets
$70.4M
Net assets
$70.3M
Active participants
2,998
With balances
2,423

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $208,928
Onedigital Investment Advisors Llc Investment advisory (plan) $45,100