The Chef's Warehouse 401(k) Profit Sharing Plan & Trust
Sponsored by Dairyland Usa Corp. · EIN 133286147 · Plan #001
- Total assets
- $118M
- Net assets
- $117M
- Active participants
- 5,198
- With balances
- 2,464
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, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $273,497 |
| Creative Planning Inc | Investment advisory (plan), Other fees | $0 |