AUMdb

Cartesian 401(k) / Profit Sharing Plan

Sponsored by Cartesian, Inc. · EIN 481129619 · Plan #001

Total assets
$17.2M
Net assets
$17.2M
Active participants
76
With balances
155

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $34,547
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,946