Farmers & Merchants Bank Of Cent Ca Integrated Psp
Sponsored by Farmers & Merchants Bank Of Central California · EIN 940467440 · Plan #002
- Total assets
- $90.0M
- Net assets
- $90.0M
- Active participants
- 363
- With balances
- 489
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 |
|---|---|---|
| Carlson Quinn | Other services | $10,596 |
| Morningstar Investment Management | Investment advisory (participants) | $4,958 |
| Sageview Advisory Group Llc | Other fees | $2,092 |
| Voya Retirement Ins & Annuity Co | Investment advisory (participants), Other fees | $0 |