San Diego Tourism Authority 401 K Profit Sharing Plan & Trust
Sponsored by San Diego Tourism Authority · EIN 951812810 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 72
- With balances
- 122
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $28,657 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $1,725 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |