AUMdb

Potato Products Of Idaho 401(k) Plan

Sponsored by Potato Products Of Idaho · EIN 820501233 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
340
With balances
130

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
Wealth Navigation, Llc CRD 140612 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $58,882
Wealth Navigation Llc Investment advisory (plan), Other fees $0