AUMdb

The Meduri Farms, Inc. Retirement Plan

Sponsored by Meduri Farms, Inc. · EIN 930864674 · Plan #002

Total assets
$10.7M
Net assets
$10.7M
Active participants
192
With balances
254

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
Aldrich Wealth, Limited Partnership CRD 147200 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aldrich Wealth, Lp Investment advisory (participants) $43,338
Prime Retirement Solutions Inc Contract administrator $11,100
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $7,374