Pension Plan For Employees Of National Fruit Product Company, Inc.
Sponsored by National Fruit Product Co., Inc. · EIN 540315385 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.4M
- Active participants
- 32
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Investment management fees (direct) | $135,681 |
| Cbiz Benefits & Insurance Services | Actuarial, Consulting (pension), Direct payment from the plan | $39,074 |
| Yount, Hyde & Barbour, P.C. | Accounting | $25,000 |
| Matrix Trust Company | Trustee (directed), Investment advisory (plan), Direct payment from the plan | $14,799 |