Citrus Motors 401(k) Plan & Trust
Sponsored by Citrus Motors Ontario, Inc. · EIN 952002736 · Plan #002
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 130
- With balances
- 120
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Usa Holdco Corporation Rbc Capi | Investment advisory (plan) | $35,210 |
| Fhh Los Angeles Llp | Other fees | $14,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,910 |