AUMdb

Milk Source Companies Retirement Plan

Sponsored by Milk Source, Llc · EIN 391954636 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
400
With balances
137

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $42,514
Mesirow Financial, Inc. Investment advisory (plan) $2,143
Pension Consultants Co., Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $1,685