AUMdb

Naturipe Farms 401(k) Plan

Sponsored by Naturipe Farms, Llc. · EIN 593664178 · Plan #001

Total assets
$25.1M
Net assets
$25.1M
Active participants
158
With balances
185

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
Daher Capital Group, Llc CRD 341516 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Daher Capital Group, Llc Investment advisory (plan), Investment management fees (direct) $45,945
Newport Group, Inc. Recordkeeping, Trustee (institutional), Direct payment from the plan $17,406
Pension Planners Inc Other fees $1,158