AUMdb

Cattlemens 401(k) Plan

Sponsored by Cattlemens, A California Corporation · EIN 941729627 · Plan #002

Total assets
$2.5M
Net assets
$2.5M
Active participants
341
With balances
363

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Composition Wealth, Llc CRD 143483 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Composition Wealth, Llc Investment advisory (participants) $9,645
John Hancock Life Insurance Co. Usa Recordkeeping, Investment management, Shareholder servicing fees $916