AUMdb

Fogle's, Inc. 401(k) Savings And Retirement Plan

Sponsored by Fogle's, Inc. · EIN 570832371 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
339
With balances
177

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner Smith I Investment advisory (plan) $19,928
Ascensus Holding/Dba Future Plan Contract administrator $16,365
Moss & Yantis Accounting $13,075
Empower Annuity Ins Co, Recordkeeping fees $4,940
Economic Grop Pension Services Llc Contract administrator $1,850