Rancho Santa Fe Association 401(k) Plan
Sponsored by Rancho Santa Fe Association · EIN 951132930 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 124
- With balances
- 166
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $24,772 |
| Cornerstone Wealth Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $17,664 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |