Performance Food Group Employee Savings Plan
Sponsored by Performance Food Group, Inc. · EIN 840629503 · Plan #002
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 35,047
- With balances
- 23,480
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,028,129 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $795,552 |
| Captrust | Investment advisory (plan) | $85,616 |