AUMdb

Clover Farms Dairy Company Union Employees 4 O1(k) Plan

Sponsored by Clover Farms Dairy Llc · EIN 921062793 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
220
With balances
280

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
Ascensus Llc Participant loan processing, Recordkeeping fees, Other fees $31,975
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $24,446