AUMdb

Frisch's Restaurants, Inc. Pension Plan

Sponsored by Frm Holding Company Llc · EIN 310523213 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
41
With balances
0

Plan year beginning 06/01/2024

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Mercer Actuarial, Direct payment from the plan $152,024
Rbc Wealth Management Investment management, Investment management fees (direct) $57,675
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $22,050
Us Bank Trustee (institutional), Direct payment from the plan $16,000