Upper Lakes Foods, Inc. Retirement Savings Plan
Sponsored by Upper Lakes Foods, Inc. · EIN 410915145 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 423
- With balances
- 613
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 |
|---|---|---|
| Mhs Advisory Services, Llc CRD 174590 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mhs Advisory Services, Llc | Investment advisory (plan), Consulting fees | $55,934 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $42,175 |