AUMdb

The Cafaro Company Retirement Savings Trust And Plan

Sponsored by The Cafaro Company · EIN 341107740 · Plan #001

Total assets
$17.8M
Net assets
$17.8M
Active participants
577
With balances
274

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $78,187
Onedigital Investment Advisors Investment advisory (plan), Other fees $0