The Santa Fe Opera's Retirement Plan
Sponsored by The Santa Fe Opera · EIN 850131810 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 125
- With balances
- 93
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $27,147 |