Cal Cardroom Employee Benefit Plan
Sponsored by Elevation Entertainment Group · EIN 474867897 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Octavia Wealth Advisors Llc CRD 306909 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $52,424 |
| Octavia Wealth Advisors Llc | Investment advisory (plan) | $30,716 |
| Pentegra Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,150 |