Ofd Foods, Llc 401(k) Plan
Sponsored by Ofd Foods, Llc · EIN 431121507 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 516
- With balances
- 600
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 |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $49,327 |
| Embree Financial Group | Investment advisory (plan), Direct payment from the plan | $32,026 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $9,258 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |