Fairwood Brands 401(k) Plan
Sponsored by Fairwood Brands, Llc · EIN 920924070 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 417
- With balances
- 131
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 · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates | Investment advisory (plan) | $20,870 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,738 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,761 |