AUMdb

Cafe Valley, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Cafe Valley, Inc. · EIN 860575165 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
1,087
With balances
498

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $58,800
Cbiz Cpas P.C. Recordkeeping, Consulting (pension), Direct payment from the plan $15,635