AUMdb

Eagle Distributing Company 401(k) Profit Sharing Plan

Sponsored by Eagle Distributing Company · EIN 621153033 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
335
With balances
198

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Jpmorgan Invest Holdings Llc Recordkeeping fees $26,098
Cetera Investment Advisers Llc Investment advisory (plan) $24,463
Cetera Advisor Networks Llc Other fees $15,370