Calportland Company Retirement Savings Plan
Sponsored by Calportland Company · EIN 950597220 · Plan #010
- Total assets
- $56.2M
- Net assets
- $56.2M
- Active participants
- 789
- With balances
- 791
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group, Inc. | Recordkeeping | $25,837 |
| Fidelity Instmts Institutional Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $14,649 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $404 |