AUMdb

Ashland Food Cooperative 401(k) Retirement Plan And Trust

Sponsored by Ashland Food Cooperative · EIN 930634581 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
122
With balances
141

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
Statheros Financial Solutions, Inc. CRD 306217 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Statheros Financial Solutions Investment advisory (participants), Investment advisory (plan) $33,459