Rancho Valencia Resort & Spa 401(k) Plan
Sponsored by Rancho Valencia Resort Partners,Llc · EIN 272180344 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 325
- With balances
- 524
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $3,100 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Buffalo Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison Funds | Investment management, Shareholder servicing fees | $0 |
| American Beacon Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref Funds | Investment management, Shareholder servicing fees | $0 |