AUMdb

Franchise Management 401(k) Plan

Sponsored by Franchise Management, Llc · EIN 832655438 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
1,043
With balances
839

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Latitude Service Company, Inc. Contract administrator, Valuation, Recordkeeping $40,633
North American Ktrade Alliance, Llc Recordkeeping fees $25,379
Cetera Advisors, Llc Investment management $17,166