AUMdb

North Florida Sales 401(k) Profit Sharing Plan

Sponsored by North Florida Sales Triple P Distributing Co., Inc. · EIN 610853834 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
249
With balances
248

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $62,098
Retirement Solutions Specialists Recordkeeping, Participant loan processing, Recordkeeping fees $7,625