AUMdb

Milk Specialties Company Retirement Plan

Sponsored by Milk Specialties Company · EIN 363452006 · Plan #002

Total assets
$66.6M
Net assets
$66.6M
Active participants
1,202
With balances
1,691

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $141,790
Nfp Retirement, Inc. Investment management, Investment management fees (direct) $58,624
Newport Trust Company Trustee (individual), Trustee (institutional), Trustee (discretionary) $16,745
Securities America Advisors, Inc. Investment management, Investment management fees (direct) $10,824