Casne Engineering 401(k) Profit Sharing Plan
Sponsored by Casne Engineering, Inc. · EIN 911145876 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 114
- With balances
- 125
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management Llc | Investment advisory (plan), Direct payment from the plan | $66,143 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,232 |