AUMdb

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan

Sponsored by Hoffmann Oberweis Dairy Llc · EIN 993404642 · Plan #007

Total assets
$17.6M
Net assets
$17.6M
Active participants
300
With balances
174

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $26,995