San Felipe Enterprise 401(k) Plan
Sponsored by San Felipe Gaming Enterprise · EIN 742809470 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 143
- With balances
- 196
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets | Investment advisory (participants) | $15,286 |
| Abacus Retirement Solutions | Accounting, Recordkeeping, Consulting (pension) | $8,535 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $4,356 |