AUMdb

Dundee Citrus Growers Association Savings Plan

Sponsored by Dundee Citrus Growers Association · EIN 590226060 · Plan #002

Total assets
$11.5M
Net assets
$11.5M
Active participants
87
With balances
104

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
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stadion Money Management Investment advisory (participants) $47,334
Lincoln National Corporation Contract administrator $32,708