Payson Fruit Growers 401(k) Profit Sharing Plan
Sponsored by Payson Fruit Growers Association · EIN 870265523 · Plan #002
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 65
- With balances
- 81
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $18,594 |
| Transamerica Financial Life Ins. | Recordkeeping, Float revenue, Participant loan processing | $14,336 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,630 |
| Global Retirement Partners Llc | Investment advisory (plan) | $501 |