Ellsworth Cooperative Creamery Retirement Savings Plan
Sponsored by Ellsworth Cooperative Creamery · EIN 390262200 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 242
- With balances
- 255
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 |
|---|---|---|
| Excel Financial, Llc CRD 145301 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Excel Financial | Investment advisory (participants), Investment advisory (plan) | $37,844 |
| Alerus Financial | Contract administrator | $14,312 |
| Dwc Erisa Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,285 |