AUMdb

Profit Sharing Plan Of Cades Schutte

Sponsored by Cades Schutte A Limited Liability Law Partnership Llp · EIN 990055190 · Plan #003

Total assets
$113M
Net assets
$113M
Active participants
125
With balances
228

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $75,283
Capfinancial Partners Llc Investment advisory (plan) $29,973
Kmh Llp Accounting $29,691
Aon Consulting Inc Other fees $19,047
Alphapoint Inc Other fees $5,000