AUMdb

California Artichoke & Vegetable Growers Corporation Dba Ocean Mist Farms 401(k) & Profit Sharing Plan

Sponsored by Ocean Mist Farms · EIN 940355910 · Plan #001

Total assets
$40.4M
Net assets
$40.4M
Active participants
277
With balances
337

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $31,926
Sageview Consulting (general) $20,063
Moss Adams Llp Consulting (general) $18,900
Strategic Advisors, Inc. Investment advisory (plan) $10,263