AUMdb

Portland Specialty Baking, Llc 401(k) Plan

Sponsored by Portland Specialty Baking, Llc · EIN 352221306 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
158
With balances
85

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
Independent Retirement Consulting L Contract administrator $7,050
Empower Advisory Group, Llc Investment management $6,821
3 38 Investment Fiduciaries Inc Other fees $1,263
Empower Annuity Insurance Company Recordkeeping fees $0
Ameriprise Financial Services Other commissions $0