Jones Dairy Farm Thrift Plan
Sponsored by Jones Dairy Farm · EIN 390380850 · Plan #002 · Fort Atkinson, WI
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 176
- With balances
- 174
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Llp | Accounting | $10,480 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$22,153 |