The Restated Thrift/Profit Sharing Plan For Cooperatives
Sponsored by New Vision Co Op · EIN 411916780 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 180
- With balances
- 233
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | 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 | $10,439 |
| Dst Asset Manager Solutions, Inc. | Custodial (securities), Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Custodial (securities), Investment management fees (indirect) | $0 |
| Wellington Trust Co., Na | Custodial (securities), Investment management fees (indirect) | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |