Saticoy Lemon Association 401(k) / Profit Sharing Plan
Sponsored by Saticoy Lemon Association · EIN 951193510 · Plan #002
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 232
- With balances
- 314
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 |
|---|---|---|
| Vance Wealth, Llc CRD 310162 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $48,292 |
| Vance Wealth | Investment advisory (plan), Direct payment from the plan | $11,657 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |