Holstein Association Usa, Inc. Retirement Savings Plan
Sponsored by Holstein Association Usa, Inc. · EIN 030130760 · Plan #002 · Brattleboro, VT
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 88
- With balances
- 116
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 |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Investment Advisors Llc | Investment advisory (plan) | $26,235 |
| Gallagher, Flynn & Company, Llp | Accounting | $7,800 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$29,950 |