AUMdb

Cherry Central Cooperative, Inc. Employees Profit Sharing And Investment Plan

Sponsored by Cherry Central Cooperative, Inc. · EIN 382010272 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
242
With balances
287

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Captrust Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $50,521
Sentinel Benefits Group, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $23,692