AUMdb

Cedarwood Young Company 401(k) Plan

Sponsored by Cedarwood Young Company · EIN 952412088 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
219
With balances
229

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $30,580