AUMdb

Isaac's Deli, Inc Salary Savings Plan

Sponsored by Isaac's Deli, Inc. · EIN 232250525 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
217
With balances
300

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $31,222
Rkl Llp Accounting, Direct payment from the plan $12,203
Lpl Financial Investment advisory (plan), Direct payment from the plan $10,023