Club Cal Neva 401(k) Plan
Sponsored by Sierra Development Company · EIN 880089063 · Plan #003
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 220
- With balances
- 243
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retrmnt Solutions, Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,099 |
| Frscpa, Pllc | Accounting | $8,500 |
| Cetera Retirement Plan Specialists | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,113 |
| Morgan Stanley | Investment advisory (plan) | $6,061 |