AUMdb

Costa Farms, Llc 401(k) Plan

Sponsored by Costa Farms, Llc · EIN 271453116 · Plan #001 · Miami, FL

Total assets
$41.2M
Net assets
$41.2M
Active participants
3,900
With balances
1,369

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
Proaccount Other investment fees and expenses $30,048
Raymond James Fin Serv Advisors Investment advisory (participants) $23,762
Nationwide Recordkeeping fees $5,619
Pension Services, Inc. Contract administrator $5,100
John Hancock Life Ins. Co. (Usa) Recordkeeping fees $0