Borden Dairy Retirement Savings Plan
Sponsored by New Dairy Opco Llc · EIN 851243334 · Plan #001
- Total assets
- $76.9M
- Net assets
- $76.9M
- Active participants
- 1,045
- With balances
- 1,518
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $170,770 |
| Creative Planning | Investment advisory (plan) | $65,000 |
| Baker Tilly | Other fees | $33,075 |