AUMdb

New Horizons Baking Company Employee Retirement & Savings Plan

Sponsored by New Horizons Baking Company, Llc · EIN 311178698 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
197
With balances
217

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Plante & Moran, Pllc Plan administrator $42,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $21,113
Global Retirement Partners Llc Investment advisory (plan) $17,065