AUMdb

Sugar Bowl Bakery 401(k) Plan

Sponsored by Ly Brothers Corporation · EIN 943170390 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
462
With balances
441

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
Prime Capital Investment Advisors, Llc CRD 288712 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) $45,257
Prime Capital Investment Advisors Investment advisory (plan), Consulting fees $15,010