AUMdb

The Glenridge On Palmer Ranch 401(k) Plan

Sponsored by The Glenridge On Palmer Ranch, Inc. · EIN 593472733 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
330
With balances
135

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $19,771
Resource Investment Advisors Llc Investment advisory (plan), Investment management fees (direct) $6,562
Charles Schwab Bank Custodial (securities), Trustee (directed), Participant loan processing $2,543