Service Agreement for Profit Sharing 401(k) Plan

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Fidelity Investments (R)

[Advisor Retirement Connection (R) Premium Service] Retirement Plan

SERVICE AGREEMENT

for

PROFIT SHARING/401 (k) PLAN

 

This Agreement is between Fidelity Management Trust Company ("Fidelity") and Peet's Coffee & Tea, Inc. (the "Employer"), who maintains the Plan designated below.

 

Plan Name:  Peet's Coffee & Tea, Inc. Savings & Retirement Plan.

Implementation Date:  04/01/1999

Number of Eligible Employees:  331

Number of Participants: 

Select One:  [_] Start-up Plan

   [X] Conversion Plan or Start-up Plan with assets transferred from another Plan.

 

Article I Startup and Conversion Services

 

Start-up Plan Fee: (New Plans Only)                                                   $________

Includes:

Camera-ready copy of all relevant Administrative Forms.

Fidelity Workbench (TM) Software.

Implementation Conference Call - Issues covered include electronic data transmission, contribution processing cycles, Plan administrative needs, project timetables, and resource coordination.

IRS Determination Letter Kit for Form 5307 filing.

Prototype Plan and trust document (updated as required to ensure compliance with the Internal Revenue Code).

One original Summary Plan Description

Conversion Plan Fee                                                                                 $waived

(For Conversion Plans or Start-up Plans with assets transferred from another plan)

In addition to documentation above, includes:

Establishment of historical data on the Fidelity Participant Recordkeeping System (FPRS).

Preparation of Participant and Plan records for FPRS.

Reconciliation to transferred data.

Transfer or registration of assets from current Trustee

 

详见附件!

 

 

附件:

1.
Service Agreement for Profit Sharing 401(k) Plan - Fidelity Management Trust Co. and Peet's Coffe & Tea Inc. (Apr 1, 1999).docx 下载
发布于 2021-07-07 16:51:07
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