The Old Globe 401(k) Plan
Sponsored by Old Globe Theatre · EIN 951543396 · Plan #002 · San Diego, CA
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 86
- With balances
- 147
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $22,988 |
| Nfp Retirement Inc. | Investment advisory (plan) | $21,607 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $170 |