AUMdb

Capital City Fruit Employer Profit Sharing Plan

Sponsored by Capital City Fruit, Inc. · EIN 420981294 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
145
With balances
177

Plan year beginning 04/01/2024 · 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
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $25,486
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $22,142