AUMdb

F & P America Manufacturing, Inc. Retirement Savings Plan

Sponsored by F & P America Manufacturing, Inc. · EIN 311379366 · Plan #001

Total assets
$79.5M
Net assets
$79.5M
Active participants
1,776
With balances
1,452

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $125,469
Everhart Financial Group Inc Investment advisory (plan) $75,491
Plante & Moran Pllc Accounting $15,355