Burnett Dairy Co Op 401(k) Plan
Sponsored by Burnett Dairy Co Op · EIN 391085908 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.0M
- Active participants
- 279
- With balances
- 314
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 |
|---|---|---|
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carlson Capital Management Llc | Investment advisory (plan), Direct payment from the plan | $32,117 |
| Alerus Financial Na | Recordkeeping, Direct payment from the plan | $29,438 |