The Callahan Companies 401(k) Savings Plan
Sponsored by Callahan, Inc. · EIN 043071634 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 192
- With balances
- 304
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Wealth Management | Investment advisory (plan), Other fees | $2,824 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,117 |
| Angell Pension Group | Other services | $0 |