AUMdb

Community Action Partnership Of San Luis Obispo County, Inc. 403(b)plan

Sponsored by Community Action Partnership Of San Luis Obispo County, Inc. · EIN 952410253 · Plan #001

Total assets
$58.2M
Net assets
$58.2M
Active participants
1,327
With balances
1,229

Plan year beginning 01/01/2024

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
California Pension Admin Recordkeeping, Consulting (pension), Participant loan processing $66,210
Matrix Settlement And Clearance Ser Custodial (securities) $24,537