AUMdb

Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan

Sponsored by Chelsea Milling Company · EIN 380415770 · Plan #001

Total assets
$49.8M
Net assets
$49.8M
Active participants
342
With balances
399

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $33,895
Captrust Llc Investment advisory (plan), Direct payment from the plan $20,000
Doeren Mayhew Assurance Accounting, Direct payment from the plan $13,170
National Financial Services Securities brokerage, Securities brokerage commissions $0