AUMdb

International Fresh Produce Association 401 K Plan

Sponsored by International Fresh Produce Association · EIN 873495767 · Plan #002 · Washington, DC

Total assets
$29.2M
Net assets
$29.2M
Active participants
95
With balances
142

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
Raffa Wealth Management Llc CRD 136971 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Raffa Wealth Management Investment advisory (plan) $33,225
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $11,477