AUMdb

Breakthru Beverage California 401(k) Plan

Sponsored by Breakthru Beverage California, Llc · EIN 952460478 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan) $104,353
Empower Annuity Insurance Company O Recordkeeping fees, Recordkeeping, Direct payment from the plan $71,400
Envestnet Retirement Solutions Llc Other fees $20,760
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $11,902