San Joaquin County Child Abuse Prevention Council 403(b) Plan
Sponsored by San Joaquin County Child Abuse Prevention Council · EIN 942497046 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 146
- With balances
- 138
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Findec Wealth Services, Inc. CRD 311949 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Findec Wealth Services, Inc | Consulting (pension), Investment management | $5,214 |
| Findec Benefit Services, Inc | Contract administrator, Recordkeeping, Consulting (pension) | $3,319 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed) | $0 |
| Charles Schwab & Co Inc | Securities brokerage, Shareholder servicing fees | $0 |