AUMdb

Califia Farms, Llc 401(k) Plan

Sponsored by Califia Farms, Llc · EIN 474273426 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
307
With balances
386

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
World Investment Advisors, Llc Other commissions $71,697
Proaccount Investment advisory (participants) $45,290
Assured Partners Northeast, Llc Investment advisory (participants) $8,749
Nationwide Recordkeeping, Participant loan processing, Other commissions $1,655