Elwyn California Defined Contribution 403 B Plan
Sponsored by Elwyn California · EIN 261855027 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 848
- With balances
- 741
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,835 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $9,616 |
| Nfp Retirement Inc. | Consulting (general), Consulting fees | $0 |