Calprivate Bank 401(k) Plan
Sponsored by Calprivate Bank · EIN 753215795 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 222
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,443 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $19,155 |
| Wright Ford Young & Co | Accounting | $15,966 |