Charter Foods Inc. 401(k) Plan
Sponsored by Charter Foods Inc. · EIN 621742741 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 651
- With balances
- 401
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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silver Oak Securities, Inc. | Investment advisory (plan) | $32,102 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $28,468 |
| Iron Fiduciary | Investment advisory (plan) | $4,587 |
| Nationwide Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $917 |
| Nationwide | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $344 |