Fetzers' Inc. 401(k) Profit Sharing Plan
Sponsored by Fetzers' Inc. · EIN 870172410 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 216
- With balances
- 187
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 |
|---|---|---|
| Cannon Capital Management, Inc. CRD 144247 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Capital Management Inc | Investment advisory (plan) | $37,765 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $28,213 |
| Empower Advisory Group, Llc | Investment management | $10,943 |
| Fiduciary Wise Llc | Other fees | $8,500 |