Calportland Company Thrift & Profit Sharing Plan For Hourly Employees
Sponsored by Calportland Company · EIN 950597220 · Plan #012
- Total assets
- $75.3M
- Net assets
- $75.3M
- Active participants
- 1,784
- With balances
- 1,892
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group, Inc. | Recordkeeping | $65,206 |
| Fidelity Instmts Insttnl Ops Llc | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $36,085 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $173 |