AUMdb

C & C Produce, Inc. 401(k) Profit Sharing Plan

Sponsored by C & C Produce, Inc. · EIN 431647720 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
249
With balances
107

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
Lockton Investment Advisors, Llc CRD 144133 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lockton Investment Advisors Investment advisory (participants) $17,071
Wilshire Associates Inc (Usa) Investment advisory (participants) $1,138