The Desert Botanical Garden, Inc. 401(k) Plan
Sponsored by The Desert Botanical Garden, Inc. · EIN 860136925 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 146
- With balances
- 199
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 |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $20,013 |
| Charles Schwab Trust Company | Custodial (securities), Trustee (directed), Securities brokerage | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |