AUMdb

Eagle Eye Produce 401(k) Plan

Sponsored by Eagle Eye Produce · EIN 263853261 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
352
With balances
148

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $15,819
Securities America Advisors, Inc Investment advisory (plan) $14,319
Capital Group Retirement Plan Serv Recordkeeping fees $11,059
Professional Benefit Services, Inc. Contract administrator $1,300