AUMdb

New Columbia Fruit Packers, Llc 401(k) Retirement Plan

Sponsored by New Columbia Fruit Packers, Llc · EIN 910906247 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
639
With balances
289

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,085
Global Retirement Partners Llc Investment advisory (plan) $17,642
Benefits2 Administrators Llc Recordkeeping, Participant loan processing, Recordkeeping fees $8,596