AUMdb

Ferris Coffee & Nut Company Employee's Profit Sharing Plan

Sponsored by Ferris Coffee & Nut Company · EIN 380536710 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
82
With balances
109

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $2,723
Northwestern Mutual Investment Serv Other services, Other commissions $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0