AUMdb

Thrifty Drug Stores Inc. Profit Sharing Plan

Sponsored by Thrifty Drug Stores Inc. · EIN 410907427 · Plan #001 · Maple Grove, MN

Total assets
$80.3M
Net assets
$80.3M
Active participants
1,350
With balances
1,560

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group Llc Investment advisory (plan) $34,840
Strategic Advisors, Inc. Investment advisory (plan) $18,259
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,438