Santa Catalina Island Savings Plan
Sponsored by Catalina Island Company · EIN 330672690 · Plan #003
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 300
- With balances
- 414
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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $75,874 |
| Empower Annuity Insurance Company | Recordkeeping fees | $35,520 |