AUMdb

Fdh 401(k) Profit Sharing Plan

Sponsored by Fastener Distribution Holdings, Llc · EIN 471160996 · Plan #001

Total assets
$40.2M
Net assets
$40.2M
Active participants
947
With balances
677

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
Retirement Wellness Group Llc CRD 297255 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $42,826
Retirement Wellness Group Llc Investment advisory (plan) $42,387
Empower Advisory Group Llc Investment management $11,790
Futureplan By Ascensus Contract administrator $8,599