AUMdb

Victoria U.S. Holdings 401(k) Plan

Sponsored by Cali Bamboo, Llc · EIN 203050842 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
243
With balances
241

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 Annuity Insurance Company Recordkeeping fees $84,204
San Diego Pension Consultants Contract administrator $12,624
Park Avenue Securities Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0