Fresh Express Plant Workers Savings And Investment Plan
Sponsored by Fresh Express Incorporated · EIN 942591533 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 643
- With balances
- 212
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $5,815 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,547 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $1,694 |