AUMdb

Zirkle Fruit Company 401(k) Profit Sharing Plan

Sponsored by Zirkle Fruit Company · EIN 910979506 · Plan #401

Total assets
$81.2M
Net assets
$81.2M
Active participants
3,930
With balances
1,107

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $255,935
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0