Toyota & Honda Of Santa Maria 401(k) Plan & Trust
Sponsored by Toyota Of Santa Maria · EIN 952089293 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 276
- With balances
- 173
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 |
|---|---|---|
| Captrust Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $37,841 |
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $29,718 |
| Caliber Audit & Attest | Accounting | $14,000 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |