Breakthru Beverage Group 40 L(k) Plan
Sponsored by Breakthru Beverage Group, Llc · EIN 352545107 · Plan #001
- Total assets
- $769M
- Net assets
- $769M
- Active participants
- 7,882
- With balances
- 5,948
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $435,664 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $156,485 |
| Smith And Downey P.A | Consulting (general), Legal | $85,510 |
| Capfinancial Partners, Llc | Consulting (general), Other services | $67,900 |
| Ellin & Tucker | Accounting | $42,000 |