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Filters:State: CA City: SAN ANSELMO Clear all

Companies

companyJust Media, Inc.
$7.7Mreported plan assets
EIN: 94-3265144Location: CAPlans: 4Participants: 510Latest: 2023
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companySan Domenico School
$30.8Mreported plan assets
EIN: 94-6080077Location: CAPlans: 2Participants: 568Latest: 2023
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companyTimothy D Bowen
$129.8Kreported plan assets
EIN: 68-0415940Location: CAPlans: 1Participants: 160Latest: 2023
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companyImpact Recruiting Incorporated
$260.2Kreported plan assets
EIN: 81-2188263Location: CAPlans: 1Participants: 2Latest: 2023
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companyFriedman 5 Holdings
$0reported plan assets
EIN: 87-2042675Location: CAPlans: 1Participants: 1Latest: 2023
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companySide By Side
$4.8Mreported plan assets
EIN: 94-1156301Location: CAPlans: 1Participants: 189Latest: 2023
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Plans

planSan Domenico School 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
$30.8Mreported assets (EOY)
Sponsor: San Domenico SchoolEIN: 94-6080077Plan: 001Participants: 404Assets: $30,797,211Net assets: $30.8MAssets / participant: $76.2KLocation: San Anselmo, CALatest: 2023
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planJust Media, Inc. 401(K) Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
$7.7Mreported assets (EOY)
Sponsor: Just Media, Inc.EIN: 94-3265144Plan: 001Participants: 201Assets: $7,704,955Net assets: $7.7MAssets / participant: $38.3KLocation: San Anselmo, CALatest: 2023
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plan403(B) Thrift Plan For Employees Of Side By SideFinancial statementProvider compensation2023 filing
$4.8Mreported assets (EOY)
Sponsor: Side By SideEIN: 94-1156301Plan: 005Participants: 189Assets: $4,821,981Net assets: $4.8MAssets / participant: $25.5KLocation: San Anselmo, CALatest: 2023
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planImpact Recruiting Incorporated Retirement PlanFinancial statement2023 filing
$260.2Kreported assets (EOY)
Sponsor: Impact Recruiting IncorporatedEIN: 81-2188263Plan: 001Participants: 2Assets: $260,238Net assets: $260.2KAssets / participant: $130.1KLocation: San Anselmo, CALatest: 2023
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planPlay-Well Teknologies 401(K) PlanFinancial statement2023 filing
$129.8Kreported assets (EOY)
Sponsor: Timothy D BowenEIN: 68-0415940Plan: 001Participants: 160Assets: $129,775Net assets: $129.8KAssets / participant: $811Location: San Anselmo, CALatest: 2023
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planFriedman 5 Holdings Retirement PlanFinancial statement2023 filing
$0reported assets (EOY)
Sponsor: Friedman 5 HoldingsEIN: 87-2042675Plan: 001Participants: 1Assets: $0Net assets: $0Assets / participant: $0Location: San Anselmo, CALatest: 2023
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planJust Media Life Ad&D Plan2023 filing
Sponsor: Just Media Inc.EIN: 94-3265144Plan: 501Participants: 103Assets: not reported in the loaded datasetLocation: San Anselmo, CALatest: 2023
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planJust Media Short Term Disability Plan2023 filing
Sponsor: Just Media Inc.EIN: 94-3265144Plan: 502Participants: 103Assets: not reported in the loaded datasetLocation: San Anselmo, 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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