Children's Home Of Stockton 401(k) Profit Sharing Plan
Sponsored by Children's Home Of Stockton · EIN 940382320 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 56
- With balances
- 204
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 |
|---|---|---|
| Findec Wealth Services, Inc. CRD 311949 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Findec Benefit Services, Inc. | Contract administrator, Recordkeeping, Consulting (pension) | $21,569 |
| Findec Wealth Services, Inc. | Investment advisory (plan), Investment management, Copying and duplicating | $4,876 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $0 |