Northern California Institute For Research And Education Defined
Sponsored by Northern California Institute For Research And Education · EIN 943084159 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 148
- With balances
- 294
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cedar Mountain Advisors, Llc CRD 140339 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $70,654 |
| Cedar Mountain Advisors | Investment advisory (participants), Investment management fees (direct) | $16,890 |