AUMdb

Employees' Savings Plan Of Fn America, Llc

Sponsored by Fn America Llc · EIN 202006285 · Plan #002

Total assets
$100M
Net assets
$100M
Active participants
527
With balances
693

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
Institutional Investment Consulting CRD 168705 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $180,453
Paul Faison S Winborne Trustee (institutional), Legal, Direct payment from the plan $300
Institutional Investment Consulting Investment advisory (plan), Other fees $0