AUMdb

Kreider Farms 401(k) Plan

Sponsored by Noah W Kreider & Sons · EIN 231378861 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
369
With balances
235

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 Financial Advisor Group Llc CRD 322212 fuzzy_auto · 94% 2024
Newsquare Capital, Llc CRD 152430 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Financial Group Investment advisory (plan), Direct payment from the plan $42,875
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $20,550
Newsquare Capital, Llc Investment management, Direct payment from the plan $0