Cai Software Llc 401(k) Profit Sharing Plan
Sponsored by Cai Software Llc · EIN 471806394 · Plan #002
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 122
- With balances
- 159
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 |
|---|---|---|
| Allegiance Financial Group, Inc. CRD 113826 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allegiance Financial Group Inc | Investment advisory (plan) | $67,581 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$22,225 |