Capital Accumulation Plan
Sponsored by Rochelle Foods, Llc · EIN 363889635 · Plan #001
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 5,132
- With balances
- 5,969
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 |
|---|---|---|
| Meketa Fiduciary Management, Llc CRD 323605 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Distribution (12b-1) fees | $176,174 |
| Meketa Fiduciary Management Llc | Investment advisory (plan) | $44,584 |
| Ernst & Young Us Llp | Accounting | $33,700 |
| Van Iwaarden Associates | Other services | $6,583 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Securities brokerage, Securities brokerage commissions | $28 |