AUMdb

Roth Iga Foodliner, Inc. Profit Sharing Plan

Sponsored by Roth Iga Foodliner, Inc. · EIN 930506597 · Plan #001

Total assets
$44.5M
Net assets
$44.5M
Active participants
537
With balances
1,171

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

Service providers

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

Provider Services Direct comp
Morgan Stanley Other fees $83,618
Akt Llp Accounting $16,521
Barran Liebman Llc Legal $15,000
Empower Advisory Group, Llc Investment management $1,567