AUMdb

Byer California Retirement Savings Plan

Sponsored by Byer California · EIN 941582944 · Plan #001

Total assets
$106M
Net assets
$100M
Active participants
157
With balances
390

Plan year beginning 12/01/2024 · Profit-sharing

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
Principal Trustee (institutional), Trustee (directed), Direct payment from the plan $9,869
Milliman Recordkeeping, Consulting (general), Consulting (pension) $9,650
Abrams & Associates Accounting, Direct payment from the plan $6,045