AUMdb

Ison Family Restaurants 401(k) Plan

Sponsored by Ison Family Restaurants · EIN 830594893 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
35
With balances
95

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors, Llc Investment advisory (participants) $10,968
Pcs Retirement Claims processing, Contract administrator, Recordkeeping $6,702