Team San Jose 401(k) Plan
Sponsored by Team San Jose · EIN 200507663 · Plan #001 · San Jose, CA
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 145
- With balances
- 232
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 Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $33,436 |
| Leafhouse Financial Advisors, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $6,465 |