365 Retail Markets, Llc 401(k) Plan
Sponsored by 365 Retail Markets, Llc · EIN 454267511 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 542
- With balances
- 617
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $66,427 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $445 |
| The Retirement Advantage, Inc. | Contract administrator, Direct payment from the plan, Other services | $125 |
| Northwestern Mutual Investment Serv | Other services, Other commissions | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |