California Payroll Group 401(k) Plan
Sponsored by California Payroll Group · EIN 462561662 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 296
- With balances
- 537
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $27,428 |
| Charles Schwab & Co., Inc. | Investment management | $0 |