The Slanted Door Retirement Plan
Sponsored by The Slanted Door · EIN 943319041 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 88
- With balances
- 127
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 |
|---|---|---|
| Embarcadero Financial Investment Advisory, Llc CRD 140929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $17,308 |
| Embarcadero Financial Group | Investment advisory (plan) | $15,309 |