East Bay Spca Retirement Plan
Sponsored by East Bay Society For The Prevention Of Cruelty To Animals · EIN 941322202 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 84
- With balances
- 169
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan), Investment management | $18,419 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $2,899 |