AUMdb

Ventura Foods, Llc Profit Sharing 401(k) Plan For Production Employees

Sponsored by Ventura Foods, Llc · EIN 954589254 · Plan #002

Total assets
$16.2M
Net assets
$16.2M
Active participants
734
With balances
299

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Miller Kaplan Accounting, Direct payment from the plan $14,500
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $5,606
Gallagher Benefit Services Consulting (general), Insurance services, Insurance brokerage commissions $5,004
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0