AUMdb

Ronnoco Coffee, Llc Retirement Savings Plan

Sponsored by Ronnoco Coffee, Llc · EIN 800834134 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
255
With balances
325

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $54,846
Cota Street Investment Management Investment management $20,144
World Investment Advisors Llc Investment advisory (plan) $9,985