Calportland Company Thrift And Profit Sharing Plan For Salaried Employees
Sponsored by Calportland Company · EIN 950597220 · Plan #008
- Total assets
- $255M
- Net assets
- $255M
- Active participants
- 819
- With balances
- 1,060
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, Other fees | $57,532 |
| Fidelity Instmnts Instttnl Ops Llc | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $15,964 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,740 |