Paradise Valley Estates 401(k) Retirement Plan
Sponsored by Northern California Retired Officers Community · EIN 680317185 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 372
- With balances
- 282
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 |
|---|---|---|
| Arbor Point Advisors | Investment advisory (plan) | $42,883 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $31,357 |