AUMdb

Charles Matoian Enterprises, Inc. Dba Ok Produce 401(k)

Sponsored by Charles Matoian Enterprises, Inc · EIN 941526465 · Plan #003

Total assets
$25.8M
Net assets
$25.6M
Active participants
206
With balances
261

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $83,110
Global Retirement Partners Recordkeeping, Consulting (pension), Direct payment from the plan $43,665
Baerg & Associates, Llp Accounting, Direct payment from the plan $11,000