AUMdb

Centra Sota Cooperative 401(k) Plan

Sponsored by Centra Sota Cooperative · EIN 410488480 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
185
With balances
209

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
Carlson Sv Accounting, Direct payment from the plan $14,450
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,098