AUMdb

Pete's Fresh Market 401(k) Plan

Sponsored by G. M. Warehouse Inc · EIN 450539235 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
1,737
With balances
617

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $64,642
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Other fees $0