AUMdb

Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus Afiliadas

Sponsored by Suiza Dairy Corp. · EIN 660617827 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
284
With balances
617

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
Independent Financial Group, Llc CRD 7717 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Independent Financial Group Llc Investment advisory (plan) $56,473
Luis Rodriguez Sanabria Accounting $43,505
Empower Annuity Insurance Company F Recordkeeping fees $26,292
A & A Employee Benefits Consulting Contract administrator $0