The Garlic Company 401(k) Retirement Plan
Sponsored by The Garlic Company · EIN 942788202 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 162
- With balances
- 134
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,415 |
| Fisher Asset Management | Investment advisory (plan) | $14,198 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $11,971 |