AUMdb

Food N Fun, Inc. 401(k) Plan

Sponsored by Spoonbill Ventures, Llc · EIN 820736805 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
150
With balances
142

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Brinker Capital Investments Investment advisory (participants), Investment advisory (plan) $7,565
Economic Group Pension Services Recordkeeping $3,000
Raymond James & Associates, Inc. Investment advisory (participants), Investment advisory (plan) $1,772
Nationwide Recordkeeping, Custodial (other), Participant loan processing $264