Casco 401(k) Profit Sharing Plan
Sponsored by Casco Diversified Corporation · EIN 431198532 · Plan #002
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 153
- With balances
- 186
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $53,169 |
| Empower Advisory Group, Llc | Investment management | $2,669 |