Wholestone Farms Cooperative Bargained Employees 401(k) Plan
Sponsored by Wholestone Farms Cooperative Inc · EIN 831174153 · Plan #002
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 1,020
- With balances
- 625
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 | $83,284 |
| Vpag Llc Dba Visionpoint Advisory G | Investment advisory (plan) | $25,939 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
| Charles Schwab & Company, Inc. | Shareholder servicing fees | $0 |