Co Op 401(k) Plan
Sponsored by Dairy One Cooperative, Inc. · EIN 150545333 · Plan #001
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 241
- With balances
- 445
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $35,054 |
| Agri Invest | Investment management, Direct payment from the plan | $10,394 |
| Charles Schwab Investment Mgmt | Trustee (institutional), Direct payment from the plan | $6,534 |