AUMdb

Delaval Dairy Services Retirement Plan

Sponsored by Delaval Inc. · EIN 222734539 · Plan #002

Total assets
$26.0M
Net assets
$26.0M
Active participants
215
With balances
253

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
Gallagher Fiduciary Advisors Llc Accounting $20,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $19,397
Rubinbrown Accounting $11,200