Cb Nichols Egg Ranch 401(k) Profit Sharing Plan & Trust
Sponsored by Cb Nichols Egg Ranch · EIN 953137581 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 319
- With balances
- 360
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 |
|---|---|---|
| Pacific Capital Wealth Advisors, Inc. CRD 159294 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Capital Co | Investment advisory (plan), Direct payment from the plan | $38,405 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $34,015 |