AUMdb

Agri Mark, Inc. Retirement Savings Plan

Sponsored by Agri Mark, Inc. · EIN 042704972 · Plan #010

Total assets
$120M
Net assets
$120M
Active participants
1,219
With balances
1,344

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $33,252
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $25,461
Dopkins & Company, Llp Accounting, Investment advisory (plan) $11,000