AUMdb

Simply Good Foods Usa, Inc. 401(k) Profit Sharing Plan

Sponsored by Simply Good Foods Usa, Inc. · EIN 133587994 · Plan #001

Total assets
$36.9M
Net assets
$36.9M
Active participants
258
With balances
328

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $73,647
Empower Annuity Insurance Company Recordkeeping fees $70,816
Empower Advisory Group, Llc Investment management $2,196
United Retirement Inc Part Of Futur Other fees $0