First Team Foc 401(k) Plan
Sponsored by First Team Real Estate Orange County · EIN 330311423 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 221
- With balances
- 260
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | 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) | $41,192 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Consulting (general), Insurance services | $20,000 |
| Redwitz Inc | Accounting, Consulting (general), Insurance services | $14,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |