Centercal Properties, Llc 401(k) Plan
Sponsored by Centercal Properties, Llc · EIN 202116572 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 138
- With balances
- 141
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 |
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 98% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,492 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,120 |
| Wells Fargo Advisors Financial Netw | Investment advisory (participants), Investment advisory (plan) | $7,500 |
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $7,500 |