AUMdb

Pruett's Food 401(k) Plan

Sponsored by Pruett's Food, Inc. · EIN 731028643 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
494
With balances
276

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024
Capital Bank And Trust Company CRD 170017 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (participants), Investment advisory (plan), Investment management $35,769
Tristar Pension Ltd Accounting, Actuarial, Consulting (pension) $3,550
Capital Bank And Trust Company Recordkeeping, Investment management, Participant loan processing $1,050