The Western Sugar Cooperative Hourly Savings And Investment Plan
Sponsored by The Western Sugar Cooperative · EIN 870658226 · Plan #002
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 410
- With balances
- 652
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services | Consulting (general), Investment advisory (plan) | $48,140 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,608 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,895 |