Retirement Plan For The Employees Of Central California Legal Services, Inc.
Sponsored by Central California Legal Services, Inc. · EIN 941631809 · Plan #005
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 99
- With balances
- 154
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Investment management | $14,659 |
| Lincoln National Corporation | Contract administrator, Recordkeeping, Custodial (securities) | $175 |
| Raymond James Financial Service Adv | Other commissions | $0 |