The La Jolla Group 401(k) Plan
Sponsored by La Jolla Group, Inc. · EIN 260710124 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 340
- With balances
- 496
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 |
|---|---|---|
| Von Reckers Wealth Management, Corp. CRD 312790 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Von Berge Wealth Managment | Investment advisory (participants) | $42,709 |
| Futureplan By Asencus | Claims processing, Participant loan processing, Recordkeeping | $28,076 |
| John Hancock Usa | Recordkeeping, Float revenue, Soft dollars commissions | $494 |