Porto's Bakery, Inc. 401(k) Plan
Sponsored by Porto's Bakery, Inc. · EIN 954610775 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 1,598
- With balances
- 626
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 |
|---|---|---|
| Snowden Capital Advisors Llc CRD 157299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Actuarial Benefits Corp. | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,586 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,157 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,332 |
| Snowden Capital Advisors, Llc | Investment advisory (plan) | $1,968 |