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Filters:State: CA City: MARINA Clear all

Companies

companyCardinale Oldsmobile Gmc, Truck Inc.
$13.4Mreported plan assets
EIN: 77-0288570Location: CAPlans: 2Participants: 1,464Latest: 2023
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companyMeguzman, Inc.
$828.4Kreported plan assets
EIN: 45-2684924Location: CAPlans: 1Participants: 4Latest: 2023
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companyTricord Management, LLC
$4Mreported plan assets
EIN: 77-0495477Location: CAPlans: 1Participants: 28Latest: 2023
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companyMonterey Peninsula Engineering
$21.2Mreported plan assets
EIN: 94-2697245Location: CAPlans: 1Participants: 244Latest: 2023
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Plans

planMonterey Peninsula Engineering Retirement Savings PlanFinancial statementProvider compensation2023 filing
$21.2Mreported assets (EOY)
Sponsor: Monterey Peninsula EngineeringEIN: 94-2697245Plan: 002Participants: 244Assets: $21,245,668Net assets: $21.2MAssets / participant: $87.1KLocation: Marina, CALatest: 2023
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planCardinale Automotive Group 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$13.4Mreported assets (EOY)
Sponsor: Cardinale Oldsmobile Gmc Truck, Inc.EIN: 77-0288570Plan: 001Participants: 867Assets: $13,400,345Net assets: $13.4MAssets / participant: $15.5KLocation: Marina, CALatest: 2023
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planTricord Management, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
$4Mreported assets (EOY)
Sponsor: Tricord Management, LLCEIN: 77-0495477Plan: 001Participants: 28Assets: $3,968,098Net assets: $4MAssets / participant: $141.7KLocation: Marina, CALatest: 2023
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planMeguzman, Inc. Retirement PlanFinancial statement2023 filing
$828.4Kreported assets (EOY)
Sponsor: Meguzman, Inc.EIN: 45-2684924Plan: 001Participants: 4Assets: $828,393Net assets: $828.4KAssets / participant: $207.1KLocation: Marina, CALatest: 2023
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planCardinale Oldsmobile Gmc, Truck Inc. Health And Welfare Plan2023 filing
Sponsor: Cardinale Oldsmobile Gmc, Truck Inc.EIN: 77-0288570Plan: 501Participants: 597Assets: not reported in the loaded datasetLocation: Marina, 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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