AUMdb

Seviroli Foods 401(k) Profit Sharing Plan

Sponsored by Seviroli Foods, Llc · EIN 812608502 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
115
With balances
138

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan), Other fees $7,106
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $3,791
Sbhu Life Agency Inc Other services, Other commissions, Other fees $0
The Benefit Practice Contract administrator, Other services, Other fees $0