AUMdb

Kalmbach Feeds, Inc. 401(k) Plan

Sponsored by Kalmbach Feeds, Inc. · EIN 311162375 · Plan #001

Total assets
$59.4M
Net assets
$59.4M
Active participants
871
With balances
989

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
Tfo Wealth Partners, Llc CRD 124407 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $65,932
Tfo Wealth Partners Llc Investment advisory (plan) $55,965