AUMdb

Pure's Food Specialties 401(k) Plan

Sponsored by Pure's Food Specialties, Llc · EIN 814475441 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
996
With balances
322

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $77,897
Brooke & Associates, Llc Contract administrator, Direct payment from the plan, Other services $3,225
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0