Daiquiris/Fat Tuesday Retirement Savings Plan
Sponsored by Briggs Management, Llc. · EIN 721312765 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 249
- With balances
- 284
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $29,939 |
| World Investment Advisors Llc | Investment advisory (plan) | $26,533 |
| Ericksen, Krentel & Laporte, Llp | Accounting | $13,250 |
| Empower Advisory Group, Llc | Investment management | $3,453 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |