AUMdb

Onion River Co Op 401(k) Plan

Sponsored by Onion River Cooperative Dba City Market · EIN 030232267 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
261
With balances
208

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Trg Investment Advisors, Llc CRD 315629 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $43,911
World Investment Advisors, Llc Investment advisory (plan), Direct payment from the plan $15,012
Trg Investment Advisors, Llc Investment advisory (plan), Direct payment from the plan $8,025