AUMdb

Eichelberger Farms, Inc. 401(k) Plan

Sponsored by Eichelberger Farms, Inc. · EIN 391870144 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
198
With balances
206

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
Accel Wealth Management Llc CRD 286201 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $30,075
Accel Wealth Management Llc Investment advisory (plan) $6,915
The Retirement Advantage, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $3,125