AUMdb

Latitude 36 Foods Llc 401(k) Plan

Sponsored by Latitude 36 Foods Llc · EIN 352594469 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
964
With balances
250

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
Jfs Wealth Advisors, Llc CRD 145051 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $49,866
Ifam Capital Investment advisory (plan), Consulting fees $36,028
Jfs Wealth Advisors, Llc Investment advisory (plan), Consulting fees $6,935