AUMdb

Co Op 401(k) Plan

Sponsored by Landmark Services Cooperative · EIN 390234240 · Plan #001

Total assets
$65.2M
Net assets
$65.2M
Active participants
423
With balances
1,021

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
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $48,671
Charles Schwab Bank Custodial (securities), Direct payment from the plan $10,633