Cades Defined Contribution Retirement Plan
Sponsored by Children And Adult Disability And Educational Services · EIN 231409677 · Plan #003
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 418
- With balances
- 419
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $37,041 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Direct payment from the plan | $5,514 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |