AUMdb

The Modified Contributory Retirement Plan For Cooperatives

Sponsored by Central Valley Ag · EIN 470834827 · Plan #010

Total assets
$29.3M
Net assets
$29.3M
Active participants
87
With balances
0

Plan year beginning 04/01/2024

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
Principal Financial Group Trustee (institutional), Trustee (discretionary), Investment advisory (plan) $25,133
Mercer Actuarial, Direct payment from the plan $14,956