AUMdb

Chickies And Petes Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Chickies And Petes Inc · EIN 232979978 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
733
With balances
186

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
Lincoln National Corporation Contract administrator $25,599
Securities America Advisors, Inc. Investment advisory (plan), Recordkeeping $5,823