Balboa Travel, Inc. Profit Sharing And 401 K Plan
Sponsored by Balboa Travel, Inc. · EIN 952592646 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 102
- With balances
- 150
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 |
|---|---|---|
| First Light Retirement, Llc CRD 314509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Light Retirement, Llc | Investment advisory (plan) | $23,969 |
| The Vanguard Group | Participant loan processing, Recordkeeping fees, Account maintenance fees | $18,458 |
| Matranga & Company | Accounting | $9,000 |
| San Diego Pension Consultants | Plan administrator | $6,538 |
| Ascensus | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |