AUMdb

Luckey Farmers, Inc. 401(k) Plan

Sponsored by Luckey Farmers, Inc. · EIN 344292930 · Plan #003

Total assets
$10.4M
Net assets
$10.4M
Active participants
136
With balances
143

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Venture Visionary Partners Llc CRD 304237 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Venture Visionary Partners Llc Investment advisory (plan), Consulting fees $32,862
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $28,890