AUMdb

Pressed Juicery 401(k) Plan

Sponsored by Pressed Juicery, Inc. · EIN 273092174 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
937
With balances
169

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 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 $16,275
Lpl Financial Llc Investment advisory (plan) $12,016
Ubs Financial Services Inc Investment advisory (plan) $7,215