AUMdb

Arcadia Beverage 401(k) Plan

Sponsored by Arcadia Farms, Llc Dba Arcadia Beverage · EIN 560771662 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
103
With balances
111

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
Capfinancial Partners, Llc CRD 175112 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 $27,195
Capfinancial Partners Llc Investment advisory (plan), Other fees $0