AUMdb

Family Express Corporation 401(k) Profit Sharing Plan

Sponsored by Family Express Corporation · EIN 351374015 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
467
With balances
315

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Contract administrator, Valuation, Recordkeeping $26,935
North American Ktrade Alliance, Llc Custodial (securities), Investment management, Recordkeeping fees $24,203
Latitude Service Company, Inc Contract administrator, Valuation, Recordkeeping $20,313