Rotella's Italian Bakery, Inc. Profit Sharing 401(k) Plan
Sponsored by Rotella's Italian Bakery, Inc. · EIN 470489748 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 503
- With balances
- 189
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 |
|---|---|---|
| Capfinancial Partners | Direct payment from the plan, Investment advisory (plan) | $67,216 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $33,714 |
| Deboer & Associates, Pc | Accounting, Direct payment from the plan | $11,000 |