Dennis Food Service 401(k) Retirement Plan
Sponsored by Dennis Beverage Company · EIN 010206333 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 154
- With balances
- 167
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,675 |
| Valmark Advisers Inc | Investment advisory (plan) | $5,494 |
| Blue Ridge Esop Associates | Investment advisory (plan) | $4,080 |
| United Planners Financial Services | Other commissions | $0 |