AUMdb

Fresco 401(k) Plan

Sponsored by Fresco Retail Group Llc · EIN 932588159 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
2,311
With balances
370

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $35,627
Mma Securities Investment advisory (plan) $18,466