Pet Food Experts, Inc. 401(k) And Profit Sharing Plan
Sponsored by Pet Food Experts, Inc. · EIN 050444999 · Plan #002
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 654
- With balances
- 811
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 |
|---|---|---|
| Capital Wealth Management, Llc CRD 157959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Wealth Management, Inc | Investment advisory (plan), Other investment fees and expenses, Investment management | $84,772 |
| Bpas | Recordkeeping, Trustee (institutional), Participant loan processing | $78,396 |