AUMdb

Premier Produceone 401(k) Plan

Sponsored by Produce One, Inc. · EIN 310522620 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
246
With balances
213

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
July Business Services Participant loan processing, Recordkeeping fees, Consulting fees $26,674
Mma Securities Investment advisory (plan) $14,765
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $100