AUMdb

Buehler's Fresh Foods Employees' 401(k) Plan

Sponsored by Styx Acquisition, Llc · EIN 822654781 · Plan #001

Total assets
$39.3M
Net assets
$39.3M
Active participants
1,351
With balances
1,396

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $107,251
Capfinancial Partners Investment management, Investment management fees (direct) $35,614
Ubs Financial Services Investment management, Investment management fees (direct) $29,391
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0