AUMdb

Rumiano Cheese Co. 401(k) Profit Sharing Plan

Sponsored by Rumiano Cheese Co. · EIN 680040051 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
161
With balances
137

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kcoe Isom, Llp Accounting $25,300
Morgan Stanley Investment management $16,438