AUMdb

Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan

Sponsored by Nardone Brothers Baking Company, Inc. · EIN 232629582 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
355
With balances
332

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
Valley Forge Investment Consultants, Inc. CRD 123898 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $54,699
Valley Forge Pension Management, In Contract administrator, Direct payment from the plan, Other services $3,942
Valley Forge Investment Consultants Investment advisory (plan), Other fees $0