Cathexis Investment Management, Lp 401(k) Plan
Sponsored by Cathexis Investment Management, Lp · EIN 273009526 · Plan #001 · Houston, TX
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 124
- With balances
- 147
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 |
|---|---|---|
| Cah Advisors, Llc CRD 316355 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,849 |
| Cah Advisors Llc | Investment advisory (plan) | $15,527 |