AUMdb

Hearthside Food Solutions 401(k) Plan

Sponsored by Hearthside Food Solutions Llc · EIN 264228653 · Plan #004

Total assets
$280M
Net assets
$280M
Active participants
8,997
With balances
6,672

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 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 $635,552
Creative Planning Llc Investment advisory (plan) $135,525
Empower Advisory Group, Llc Investment management $57,594
Qdro Consultants Company, Llc Other fees $1,200