AUMdb

John B Sanfilippo & Son, Inc. 401(k) Plan

Sponsored by John B. Sanfilippo & Son, Inc. · EIN 362419677 · Plan #002

Total assets
$127M
Net assets
$127M
Active participants
1,732
With balances
1,939

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
Empower Annuity Insurance Company Recordkeeping fees $100,524
Global Retirement Partners Llc Investment advisory (plan) $14,000