Rose Acre Farms Employees' 401(k) Plan
Sponsored by Rose Acre Farms, Inc. · EIN 351226426 · Plan #001 · Seymour, IN
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 2,801
- With balances
- 994
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment | Investment advisory (plan) | $88,955 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,712 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,054 |