Calimira, Llc 401(k) Plan
Sponsored by Calimira, Llc · EIN 020537431 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 811
- With balances
- 114
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| The Pension Design Group | Recordkeeping, Recordkeeping fees, Account maintenance fees | $5,517 |
| Nationwide | Investment management, Investment management fees (indirect) | $2,075 |
| Raymond James Fin Serv Advisors | Investment advisory (plan) | $1,616 |