Cavallo Point Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Cavallo Point Llc · EIN 208560120 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 276
- With balances
- 247
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc | Recordkeeping | $14,904 |
| Accelerate Investment Advisors Llc | Investment advisory (participants) | $7,527 |
| Levelized Compensation Advisor | Investment advisory (plan) | $5,443 |