AUMdb

Chicken Salad Chick 401(k) Plan

Sponsored by Ssrg Holdings, Llc · EIN 810810129 · Plan #001

Total assets
Net assets
Active participants
1,171
With balances
152

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
G. W. Henssler & Associates, Ltd CRD 104545 fuzzy_auto · 98% 2024
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions,C Recordkeeping, Participant loan processing, Investment management fees (indirect) $12,623
Erisa Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $6,142
G. W. Henssler & Associates, Ltd Investment advisory (plan) $5,351
Rpa Financial, Llc Investment advisory (plan) $535
Reliance Trust Company Trustee (institutional) $150
Transamerica Trust Company Trustee (institutional) $21