AUMdb

Wise Foods Pension Plan

Sponsored by Wise Foods, Inc. · EIN 510370373 · Plan #002

Total assets
$21.4M
Net assets
$21.4M
Active participants
159
With balances
0

Plan year beginning 01/01/2024

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $64,121
Pensionmark Financial Group, Llc Investment advisory (plan), Direct payment from the plan $17,500