Farallon Capital Management Profit Sharing And 401(k) Savings Plan
Sponsored by Farallon Capital Management, L.L.C. · EIN 943240279 · Plan #002
- Total assets
- $305M
- Net assets
- $295M
- Active participants
- 275
- With balances
- 357
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 |
|---|---|---|
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $6,515 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $867 |