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Filters:State: CA City: CAPITOLA Clear all

Companies

companyCalifornia Assn. Of Nonprofits
$1.6Mreported plan assets
EIN: 77-0045382Location: CAPlans: 1Participants: 12,626Latest: 2023
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companyCapitola Gayle'S Inc.
1loaded plans
EIN: 77-0222263Location: CAPlans: 1Participants: 113Latest: 2023
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companyTrinety Net Lease, Inc.
$80Kreported plan assets
EIN: 88-3090220Location: CAPlans: 1Participants: 0Latest: 2023
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companyBay Federal Credit Union
1loaded plans
EIN: 94-1448021Location: CAPlans: 1Participants: 303Latest: 2023
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companySherman & Boone Realtors
$1.7Mreported plan assets
EIN: 94-2325912Location: CAPlans: 1Participants: 14Latest: 2023
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Plans

planSherman & Boone Realtors Profit Sharing PlanFinancial statement2023 filing
$1.7Mreported assets (EOY)
Sponsor: Sherman & Boone RealtorsEIN: 94-2325912Plan: 002Participants: 14Assets: $1,669,244Net assets: $1.7MAssets / participant: $119.2KLocation: Capitola, CALatest: 2023
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planCalifornia Association Of Nonprofits Dental And ViFinancial statementProvider compensation2023 filing
$1.6Mreported assets (EOY)
Sponsor: California Assn. Of NonprofitsEIN: 77-0045382Plan: 510Participants: 12,626Assets: $1,563,998Net assets: $1.4MAssets / participant: $124Location: Capitola, CALatest: 2023
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planTrinety Net Lease, Inc. 401(K) PlanFinancial statement2023 filing
$80Kreported assets (EOY)
Sponsor: Trinety Net Lease, Inc.EIN: 88-3090220Plan: 001Participants: 0Assets: $79,971Net assets: $80KLocation: Capitola, CALatest: 2023
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planCapitola Gayle'S Inc. Welfare Benefits Plan2023 filing
Sponsor: Capitola Gayle'S Inc.EIN: 77-0222263Plan: 501Participants: 113Assets: not reported in the loaded datasetLocation: Capitola, CALatest: 2023
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planBay Federal Credit Union Welfare Benefit Plan2023 filing
Sponsor: Bay Federal Credit UnionEIN: 94-1448021Plan: 501Participants: 303Assets: not reported in the loaded datasetLocation: Capitola, CALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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