AUMdb

So. Cal. Sandbags, Inc. Prevailing Wage Retirement Plan

Sponsored by So. Cal. Sandbags, Inc. · EIN 330649970 · Plan #004

Total assets
$4.9M
Net assets
$4.9M
Active participants
145
With balances
170

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
Accelerate Investment Advisors Llc CRD 325859 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Accelerate Investment Advisors Llc Investment advisory (plan) $21,296
Empower Annuity Insurance Company Recordkeeping fees $15,500
Empower Advisory Group, Llc Investment management $7,033
Economic Group Pension Services Contract administrator $2,139