Ca Fortune 401(k) Plan
Sponsored by Ca Fortune · EIN 611749071 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 500
- With balances
- 384
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 |
|---|---|---|
| Private Advisor Group Llc | Recordkeeping, Trustee (institutional), Other services | $26,206 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $8,430 |
| Vangard Group | Recordkeeping | $7,952 |
| Ascensus Llc | Recordkeeping | $21 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |