1 St Capital Bank 401(k) Profit Sharing Plan And Trust
Sponsored by 1 St Capital Bank · EIN 208231967 · Plan #001 · Santa Cruz, CA
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 71
- With balances
- 65
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants) | $7,742 |
| Kestra Advisory Services, Llc | Investment advisory (participants) | $1,060 |
| Paychex, Inc. | Recordkeeping | $0 |