Ag Business Solutions, Llc 401(k) Plan
Sponsored by Ag Business Solutions Llc · EIN 204967307 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 529
- With balances
- 146
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | 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 | $22,540 |
| Rockefeller Capital Management | Investment advisory (plan), Direct payment from the plan | $15,424 |
| Merrill Lynch | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $6,587 |
| The Wl Burmeister Company | Contract administrator, Direct payment from the plan, Other services | $6,358 |