Realty Management And Advisors Employee Retirement
Sponsored by Pacific Management, Inc. · EIN 363660859 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 189
- With balances
- 135
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 |
|---|---|---|
| 4 Wealth Advisors, Inc. CRD 129727 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 4 Wealth Advisors,Inc. | Investment advisory (plan), Direct payment from the plan | $47,197 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $26,714 |
| Cassell Plan Audits | Accounting | $8,500 |