Casa Colina, Inc. 403(b) Retirement Plan
Sponsored by Casa Colina, Inc. · EIN 953655256 · Plan #002
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 1,112
- With balances
- 1,188
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $90,255 |
| Sageview Advisory Group, Llc | Consulting (general), Investment advisory (plan), Consulting fees | $46,038 |
| Swenson Corporation | Accounting, Direct payment from the plan | $8,200 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |