La Posada Employee Savings And Retirement Plan
Sponsored by La Posada At Park Centre, Inc. · EIN 860828160 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 536
- With balances
- 618
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $59,423 |
| Cbiz Investment Advisory Service | Investment advisory (plan), Direct payment from the plan | $30,316 |
| Newport Group Consulting | Investment management, Direct payment from the plan | $5,044 |