AUMdb

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Calvo Enterprises, Inc. · EIN 980030984 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
242
With balances
289

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Asc Trust, Llc Recordkeeping, Consulting (pension), Trustee (institutional) $133,149