AUMdb

California Box Company 401 K Profit Sharing Plan

Sponsored by California Box Company · EIN 953901917 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
404
With balances
148

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $23,187