AUMdb

Shenandoah Valley Organic, Llc Employee Savings Plan

Sponsored by Shenandoah Valley Organic, Llc · EIN 455264169 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
1,271
With balances
155

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Pinnacle Bank Trustee (institutional) $15,281
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $4,349