Bay Area Community 401(k) Profit Sharing Plan & Trust
Sponsored by Bay Area Community Resources · EIN 942346815 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Fermata Advisors, Llc CRD 305614 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fermata Advisors, Llc | Investment advisory (participants) | $16,135 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $3,122 |