AUMdb

Westby Cooperative Creamery 401(k) Profit Sharing Plan

Sponsored by Westby Cooperative Creamery · EIN 390699720 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
132
With balances
142

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
Trust Point Inc. Recordkeeping, Trustee (institutional), Trustee (discretionary) $32,515