AUMdb

Fiorella's Restaurant Group Retirement Plan

Sponsored by Ja Del, Inc. · EIN 431068255 · Plan #001

Total assets
$9.0M
Net assets
$9.0M
Active participants
838
With balances
221

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning. Investment advisory (plan), Direct payment from the plan $41,290
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $36,123