Sonoma Academy Defined Contribution Retirement Plan
Sponsored by Sonoma Academy · EIN 943343174 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 94
- With balances
- 135
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Three Bell Capital Llc | Investment advisory (plan) | $30,140 |
| Empower | Recordkeeping fees | $15,662 |
| Tiaa | Recordkeeping fees | $15 |