AUMdb

Five Star Supermarkets Of Norwich, Inc. 401(k) Retirement Plan

Sponsored by Five Star Supermarkets Of Norwich, Inc. · EIN 061461813 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
167
With balances
184

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
Essex Financial Services, Inc. CRD 127549 deterministic · 100% 2024
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Essex Financial Services Investment advisory (plan) $31,878
Commonwealth Equity Services Llc Investment advisory (plan) $5,556
Pension Consultants, Inc Contract administrator $0
Great West Life & Annuity Insurance Recordkeeping fees $0