Golden Gate Regional Center 403(b) Plan
Sponsored by Golden Gate Regional Center · EIN 942461462 · Plan #003
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 317
- With balances
- 454
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Trust Company | Recordkeeping, Custodial (securities), Participant loan processing | $96,217 |
| Iron Co Fid Comprehensive | Investment advisory (participants), Investment advisory (plan), Investment management | $28,177 |
| Primark Benefits | Contract administrator, Employee (plan sponsor), Participant loan processing | $6,954 |
| Osaic Fa Inc. | Investment management, Investment management fees (direct) | $0 |
| Equitable Advisors Llc | Investment management, Investment management fees (direct) | $0 |