Columbia Food Service Company, 401(k) Profit Sharing Plan And Trust
Sponsored by Columbia Food Service Company · EIN 592532997 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 803
- With balances
- 627
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | 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 | Recordkeeping fees | $35,437 |
| Lpl Financial | Investment advisory (plan) | $31,532 |
| Planned Retirement Consultants & Ad | Contract administrator | $12,261 |
| Empower Advisory Group Llc | Investment management | $6,131 |
| Fiduciary Outsourcing Llc | Other fees | $1,820 |