Golden Gate National Parks Conservancy Retirement Plan
Sponsored by Golden Gate National Parks Conservancy · EIN 942781708 · Plan #001
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 302
- With balances
- 502
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $46,162 |
| Lincoln National Corporation | Contract administrator | $2,000 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $1,886 |