AUMdb

Fricker's Usa, Llc 401(k) Plan

Sponsored by Frickers Usa, Llc · EIN 205808051 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
96
With balances
102

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
Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cliftonlarsonallen Wealth Advisors Investment advisory (plan) $18,094
Ascensus Llc Participant loan processing, Recordkeeping, Float revenue $8,600
Map Retirement Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $5,034