Kaolin Mushroom Farms, Inc. 401(k) Retirement Plan
Sponsored by Kaolin Mushroom Farms, Inc. · EIN 231612227 · Plan #003
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 529
- With balances
- 456
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $57,327 |
| Valley Forge Investment Consultants | Investment advisory (plan) | $48,332 |