La Mesa Rv Center, Inc. Employees 401(k) Retirement Plan
Sponsored by La Mesa Rv Center, Inc. · EIN 952781974 · Plan #003
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 1,087
- With balances
- 1,151
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $147,188 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $72,668 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $34,317 |