Caffe Nero Americas 401(k) Plan
Sponsored by Caffe Nero Americas Inc. · EIN 463749140 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 310
- With balances
- 413
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $41,170 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,637 |
| Commonwealth Financial Network | Investment advisory (plan) | $13,960 |