Upstate Farms Dairy, Llc Retirement Plan
Sponsored by Upstate Niagara Cooperative, Inc · EIN 160845625 · Plan #007
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 203
- With balances
- 268
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $10,754 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $64 |