Alisal Employees Retirement Savings Plan
Sponsored by Alisal Properties, Inc. · EIN 952428546 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 347
- With balances
- 409
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $49,475 |
| Capfinancial Partners Llc Dba | Investment advisory (plan) | $37,320 |