Syracuse Dairy, Llc 401(k) Plan
Sponsored by Syracuse Dairy, Llc · EIN 841710613 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 237
- With balances
- 132
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $44,226 |
| Na Na, Attention Theresa Miotto | Contract administrator | $2,425 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $525 |
| Egps, Llc | Other fees | $100 |