AUMdb

Murray's Cheese 401 K

Sponsored by Murrays Cheese · EIN 320376453 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
239
With balances
152

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
Kestra Advisory Services, Llc CRD 283330 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services Llol Investment advisory (plan) $12,459
Lincoln National Corporation Contract administrator $7,702