AUMdb

Fareway Stores, Inc. 401(k) Profit Sharing Plan

Sponsored by Fareway Stores, Inc. · EIN 420240920 · Plan #002

Total assets
$401M
Net assets
$401M
Active participants
5,926
With balances
7,734

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $290,475
Wells Fargo Advisors Consulting (general), Direct payment from the plan $243,750
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0