AUMdb

Auvil Fruit 401(k) Plan

Sponsored by Gee Whiz Ii, Llc. · EIN 842651299 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
1,274
With balances
246

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (participants) $22,447
Benefits2 Administrators Llc Contract administrator $11,705
John Hancock Life Insurance Recordkeeping, Investment management, Shareholder servicing fees $5,575