Torrey Farms, Inc. 401(k) Profit Sharing Plan
Sponsored by Torrey Farms, Inc. · EIN 161096206 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 95
- With balances
- 104
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northcape Wealth Management, Llc CRD 312350 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northcape Wealth Management Llc | Investment advisory (plan) | $38,736 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $11,528 |