California Association Of Realtors Profit Sharing Plan
Sponsored by California Association Of Realtors · EIN 950594790 · Plan #005
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 134
- With balances
- 171
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 |
|---|---|---|
| Alexis Investment Partners, Llc CRD 313394 | deterministic · 100% | 2024 |
| Financial Resources Consulting Group CRD 107456 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Topco Llc | Investment management, Direct payment from the plan | $33,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $17,411 |
| Alexis Investment Partners Llc | Investment advisory (participants), Direct payment from the plan | $11,679 |
| Resources Investment Advisors | Investment advisory (participants), Investment management, Direct payment from the plan | $10,283 |
| First Financial Consulting | Investment advisory (participants), Direct payment from the plan | $8,585 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $843 |