AUMdb

Rrs Foodservice 401(k) And Profit Sharing Plan

Sponsored by J. L. Culpepper & Company, Inc. · EIN 540582703 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
113
With balances
133

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
Benefit Fiduciary Group Llc CRD 291252 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Fiduciary Group Llc Investment advisory (plan) $22,581
John Hancock Recordkeeping, Participant loan processing, Direct payment from the plan $19,551