Cass Arrieta 401(k) Plan
Sponsored by Cass Construction, Inc. · EIN 952904966 · Plan #003
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 182
- With balances
- 225
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 |
|---|---|---|
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $78,782 |
| Latitude Service Company | Contract administrator, Other fees, Direct payment from the plan | $29,894 |
| Aldrich Cpas And Advisor | Accounting, Direct payment from the plan | $10,750 |
| Allworth Financial | Investment advisory (plan), Other fees | $0 |