Co Op 401(k) Plan
Sponsored by Central Valley Ag Cooperative · EIN 470834827 · Plan #002
- Total assets
- $66.3M
- Net assets
- $66.2M
- Active participants
- 920
- With balances
- 1,373
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $50,117 |
| Charles Schwab Investment Mgmt | Trustee (institutional), Direct payment from the plan | $10,394 |
| Agri Invest, Llc | Investment management, Direct payment from the plan | $9,053 |