Cate School Corporation Profit Sharing Plan
Sponsored by Cate School Corporation · EIN 951644630 · Plan #002
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 118
- With balances
- 197
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $29,700 |