AUMdb

Mckee Foods Retirement Plan

Sponsored by Mckee Foods Corporation · EIN 620450611 · Plan #001

Total assets
$1.1B
Net assets
$1.1B
Active participants
6,741
With balances
7,730

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Principly, Inc. CRD 281813 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $653,142
New England Pension Consultants Inc Investment management, Direct payment from the plan $147,900
Principal Recordkeeping, Investment advisory (participants), Direct payment from the plan $87,402
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0