AUMdb

Truluck's Restaurant Group 401(k) Plan

Sponsored by Truluck's Restaurant Group, Ltd · EIN 760622886 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
516
With balances
446

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $29,329
Cetera Investment Services Llc Investment advisory (plan) $22,076