Cde Services 401 K Profit Sharing Plan
Sponsored by Cde Services, Llc · EIN 581878009 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Aprio Wealth Management, Llc CRD 127333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aprio Wealth Management, Llc | Investment advisory (participants) | $13,590 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $500 |