AUMdb

High Country Beverage Corporation 401(k) Plan

Sponsored by High Country Beverage Corporation · EIN 841341843 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
285
With balances
380

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
T. Rowe Proce Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $124,410
Lpl Financial Investment management, Shareholder servicing fees $32,413
Bdo Investment management, Shareholder servicing fees $28,536
Ascensus Investment management, Shareholder servicing fees $11,785
American New Investment management, Shareholder servicing fees $0
Tiaa Investment management, Shareholder servicing fees $0
Vanguard Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Schwab Investment management, Shareholder servicing fees $0