AUMdb

Rancho Foods, Inc. 401(k) & Profit Sharing Plan

Sponsored by Rancho Foods Inc. · EIN 953673625 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
149
With balances
170

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance And Annui Investment advisory (participants), Investment advisory (plan) $1,625
Mma Securities Llc Other fees $0
Financial Focus Retirement Plan Ser Other services $0
Morningstar Investment Management Investment advisory (participants), Investment advisory (plan) $0