Crystal Valley 401(k) Plan
Sponsored by Crystal Valley Cooperative · EIN 410208969 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 234
- With balances
- 301
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $34,532 |
| Edward D. Jones & Co., L.P. | Investment advisory (plan) | $23,572 |