Utz Quality Foods, Llc Profit Sharing/401(k) Plan
Sponsored by Utz Quality Foods, Llc · EIN 231292435 · Plan #002
- Total assets
- $274M
- Net assets
- $274M
- Active participants
- 3,057
- With balances
- 5,053
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | 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 | $298,957 |
| Sage Worth | Consulting (general) | $150,973 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $60,558 |
| Smith And Downey | Consulting (general) | $12,485 |
| Wealth Management Systems Inc | Other services | $0 |