AUMdb

Klondike Cheese Co. 401(k) Retirement Plan

Sponsored by Klondike Cheese Co. · EIN 391185892 · Plan #001

Total assets
$35.4M
Net assets
$35.4M
Active participants
226
With balances
267

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

Linked investment advisers

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

Firm Match Plan year
Private Advisor Group, Llc CRD 155216 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Private Advisor Group Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $81,563
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $42,723
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0