Campbell Companies Bargaining Unit 401(k) Plan
Sponsored by Campbell Companies · EIN 843055712 · Plan #003
- Total assets
- $56.6M
- Net assets
- $56.6M
- Active participants
- 769
- With balances
- 890
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,045 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $29,725 |
| Carver Florek & James Cpas Llc | Investment advisory (plan) | $10,800 |