Calvert Systems Engineering, Inc 401(k) Plan
Sponsored by Calvert Systems Engineering, Inc. · EIN 203409484 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 130
- With balances
- 159
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 |
|---|---|---|
| Avior Wealth Management, Llc CRD 148674 | deterministic · 100% | 2024 |
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avior Wealth Management | Investment advisory (plan), Direct payment from the plan | $27,623 |
| D.A. Davidson & Co | Investment advisory (plan), Direct payment from the plan | $6,250 |
| The Vanguard Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $2,899 |