AUMdb

Elite Spice, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Elite Spice, Inc. · EIN 521545176 · Plan #001

Total assets
$37.8M
Net assets
$37.8M
Active participants
801
With balances
609

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $82,357
Mma Securities Llc Investment advisory (plan), Direct payment from the plan $34,149
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0