San Diego Humane Society And S.P.C.A. Retirement Plan
Sponsored by San Diego Humane Society S.P.C.A. · EIN 951661688 · Plan #002
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 696
- With balances
- 461
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $28,580 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $21,086 |