AUMdb

Fruth Pharmacy 401(k) Plan

Sponsored by Fruth, Inc. · EIN 550681886 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
249
With balances
323

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $54,709
Edward D Jones Investment advisory (plan) $7,470
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $7,284