AUMdb

Norcal Insurance Company Pension Plan

Sponsored by Norcal Insurance Company · EIN 942301054 · Plan #002

Total assets
$32.5M
Net assets
$32.5M
Active participants
52
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principal Global Investors, Llc CRD 109002 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $225,870
Principal Global Investors Llc Investment advisory (plan), Direct payment from the plan $29,411