Diamond Foods, Llc 401(k) Plan
Sponsored by Diamond Foods, Llc · EIN 814577932 · Plan #010 · Stockton, CA
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 127
- With balances
- 251
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,412 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $5,000 |