Daisy Brand Retirement Plan
Sponsored by Daisy Brand, Llc · EIN 800595003 · Plan #001
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 863
- With balances
- 946
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $227,765 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $12,890 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,512 |
| Cecilco | Contract administrator, Consulting (pension) | $4,946 |
| Nationwide | Recordkeeping, Custodial (securities) | $2,106 |
| Robert Cecil Jr | Investment advisory (participants) | $0 |