Legacy Fruit, Llc 401(k) Plan And Trust
Sponsored by Legacy Fruit, Llc · EIN 832036659 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 477
- With balances
- 210
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 |
|---|---|---|
| Bbm Financial Services, Inc. CRD 117125 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alegria Asset Management | Contract administrator, Investment advisory (plan) | $25,650 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees, Other fees | $11,869 |
| Empower Advisory Group, Llc | Investment management | $1,029 |