AUMdb

Disability Rights California 401(k) Plan

Sponsored by Disability Rights California · EIN 942505916 · Plan #002

Total assets
$42.8M
Net assets
$42.8M
Active participants
333
With balances
370

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $54,701
Bank Of America Na Investment advisory (plan) $43,401
Benefit Resources, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $25,558