Pasadena Chamber Of Commerece Member Retirement Plan
Sponsored by Pasadena Chamber Of Commerce And Civic Association · EIN 950616125 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 282
- With balances
- 239
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 |
|---|---|---|
| Pasadena Private Wealth, Llc CRD 295178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $40,158 |
| Pasadena Private Wealth Llc | Investment advisory (plan) | $10,601 |
| Millennium Pension Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,478 |
| Erisa Smart, Inc | Plan administrator | $5,155 |