Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust
Sponsored by Sun City Palm Springs Communit · EIN 943200731 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 169
- With balances
- 190
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 |
|---|---|---|
| Fortem Financial Group, Llc CRD 291662 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fortem Financial | Investment advisory (participants) | $9,430 |