Santa Cruz Seaside Company Profit Sharing And 401(k) Plan
Sponsored by Santa Cruz Seaside Company · EIN 940841990 · Plan #002
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 448
- With balances
- 588
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invest. Advisors Llc | Investment advisory (plan) | $45,000 |
| Benefit Resources, Inc. | Contract administrator | $3,900 |