Santa Cruz County Bank Retirement Trust
Sponsored by Santa Cruz County Bank · EIN 134265907 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 220
- With balances
- 204
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 |
|---|---|---|
| Cbiz | Consulting (general), Direct payment from the plan | $32,558 |