Retirement Plan For Employees Of Southern California Presbyterian Homes
Sponsored by Southern California Presbyterian Homes · EIN 951894293 · Plan #009
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $306,610 |
| Burnham Gibson Wealth Advisors Inc. | Consulting (general), Insurance brokerage commissions | $37,341 |