Fresh Consulting 401(k) Plan
Sponsored by Fresh Consulting, Inc. · EIN 261532602 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 262
- With balances
- 415
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $54,804 |
| Capfinancial Partners Llc | Investment advisory (plan) | $34,314 |
| Trutina Financial Llc | Investment advisory (plan) | $17,363 |