AUMdb

Norcal Rental Group 401(k) Plan

Sponsored by Norcal Rental Group Llc · EIN 943263537 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
206
With balances
160

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
Empower Retirement Advisory Service Investment management $32,950
Empower Annuity Insurance Company O Recordkeeping fees $18,705
California Retirement Plans, Inc. Contract administrator $5,750
Kestra Investment Services Other commissions $0