Roger's Gardens 401(k) Profit Sharing Plan
Sponsored by Roger's Gardens Newport Beach · EIN 952832023 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 86
- With balances
- 120
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $31,609 |
| Independent Financial Group, Llc | Investment advisory (plan), Consulting fees, Direct payment from the plan | $19,473 |
| Pension Benefits Unlimited | Contract administrator, Consulting (pension), Direct payment from the plan | $7,515 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |