AUMdb

Valley Queen Company Stock Profit Sharing Plan And Trust

Sponsored by Valley Queen Cheese Factory, Inc. · EIN 460220490 · Plan #003

Total assets
$23.0M
Net assets
$22.9M
Active participants
397
With balances
428

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Stock bonus

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
First Bank & Trust Recordkeeping, Trustee (institutional), Direct payment from the plan $54,296
Eide Bailley, Llp Accounting, Direct payment from the plan $14,496