The Cason Group Retirement Plan
Sponsored by The Cason Group, Inc · EIN 570932430 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 199
- With balances
- 216
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Conway Asset Management, Inc. CRD 291197 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $32,232 |
| Colonial Asset Management | Investment advisory (plan) | $28,583 |
| Stringer Resource Group | Contract administrator | $540 |