Underwood Fruit And Warehouse Retirement Savings Plan
Sponsored by Underwood Fruit And Warehouse Company, Llc · EIN 911179336 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 705
- With balances
- 200
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 |
|---|---|---|
| Bbm Financial Services, Inc. CRD 117125 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $16,859 |
| Bbm Financial Services, Inc. Dba Al | Investment advisory (plan) | $3,750 |