Lewis Food Town, Inc. 401(k) Plan
Sponsored by Lewis Food Town, Inc. · EIN 760432940 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 1,324
- With balances
- 353
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 |
|---|---|---|
| Fondren Oaks Capital Management, Llc CRD 290726 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $44,611 |
| Fondren Oaks Capital Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $39,548 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $6,776 |