AUMdb

California Supply, Inc. 401(k) Profit Sharing Plan

Sponsored by California Supply, Inc. · EIN 953050058 · Plan #001

Total assets
$18.8M
Net assets
$18.8M
Active participants
89
With balances
118

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
Benefit Equity, Inc. Contract administrator $4,869
Empower Annuity Insurance Company Recordkeeping fees $2,120
Morgan Stanley Insurance Services I Other commissions $0