AUMdb

Missouri Aggregates 401(k) Plan

Sponsored by Farmer Holding Company, Inc. · EIN 431911557 · Plan #005

Total assets
$83.3M
Net assets
$83.1M
Active participants
2,356
With balances
2,675

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (participants), Investment advisory (plan), Investment management $312,735
Tpp Retirement Plan Specialists Llc Plan administrator, Recordkeeping, Recordkeeping fees $214,887
Matrix Trust Company Custodial (securities) $13,491