AUMdb

Tall Tree Foods, Inc. 401(k) Savings Plan

Sponsored by Tall Tree Foods, Inc. · EIN 371729884 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
115
With balances
169

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
Rothschild Investment Llc CRD 728 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 $30,957
Rothschild Investment Investment advisory (plan), Direct payment from the plan $11,646