Kimberton Whole Foods 401(k) Plan
Sponsored by Kimberton Whole Foods · EIN 232748219 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 214
- With balances
- 145
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $18,910 |
| Ascensus Holdings Inc Dba | Contract administrator | $765 |
| Capital Group Retirement Plan Svs | Recordkeeping fees | $525 |