The James Irvine Foundation Retirement Plan
Sponsored by The James Irvine Foundation · EIN 941236937 · Plan #002
- Total assets
- $40.3M
- Net assets
- $40.3M
- Active participants
- 76
- With balances
- 122
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $39,681 |
| Nwk Group, Inc. | Investment advisory (plan) | $30,000 |
| California Retirement Plans,Inc. | Contract administrator | $8,752 |