La Montanita 401(k) Savings Plan
Sponsored by La Montanita Food Cooperative, Inc. · EIN 850246898 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 237
- With balances
- 122
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $25,151 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $14,488 |