AUMdb

Albanese Confectionery 401(k) Plan

Sponsored by Albanese Confectionery · EIN 351861174 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
525
With balances
555

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Recordkeeping, Trustee (institutional), Other services $23,275
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $18,507
Hpm Partners, Llc Recordkeeping, Trustee (institutional), Other services $14,051
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0