Casa Dorinda Tax Deferred Annuity Plan
Sponsored by Montecito Retirement Association D/B/A Casa Dorinda · EIN 237425754 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 325
- With balances
- 464
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $74,775 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $48,597 |