AUMdb

Class Produce Group, Llc Profit Sharing Plan

Sponsored by Class Produce Group, Llc · EIN 201702912 · Plan #001

Total assets
$50.9M
Net assets
$50.9M
Active participants
389
With balances
392

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
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Rocaton Investment Advisors Llc Investment advisory (plan), Direct payment from the plan $35,620
Jp Morgan Chase Investment advisory (plan), Direct payment from the plan $15,103
T Rowe Price Rps Inc Investment management, Participant loan processing, Participant communication $8,616