AUMdb

Wholestone Farms Cooperative 401(k) Plan

Sponsored by Wholestone Farms Cooperative, Inc. · EIN 831174153 · Plan #001

Total assets
$40.8M
Net assets
$40.8M
Active participants
217
With balances
195

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $80,831
Vpag Llc Dba Visionpoint Advisory G Investment advisory (plan) $37,290